Mecklenburg Radiology Associates, PA
Plan Name | Mecklenburg Radiology Associates, PA |
Location | Charlotte, NC |
Asset Size | $54.2MM |
Number of Participants | 100 – 499 |
Business | Health Care |
Participation rate | 95.0% |
Avg. deferral rate | 7.0% |
No. of funds offered | 23 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | Immediate |
Eligibility | Within 3 months |
Default deferral rate | 5.0% |
Default investment | Retail Target-Date Fund (Indexed) |
Auto-escalation | Opt-Out |
Systematic withdrawals | No |
Fee equalization | Yes |
Match Rate | 51%-99% of first 6% of salary |
% receiving full match | 50% – 75% |
Max Employer Contribution | >10% |
Financial education: | |
Saving/budgeting | Yes |
Investing strategies | Yes |
College saving | Yes |
Credit/debt mgt | Yes |
Tax/estate planning | Yes |
Retiree health costs/savings options | Yes |
Recordkeeper | Charles Schwab |