NCCI Holdings, Inc.
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Plan Name | NCCI Holdings, Inc. |
Location | Boca Raton, FL |
Asset Size | $252MM |
Number of Participants | 1,125 |
Business | Insurance / Reinsurance |
Participation rate | 96.0% |
Avg. deferral rate | 9.9% |
No. of funds offered | 16 |
Investment Review | Quarterly |
True-up feature | Yes |
Match Vesting Period | 2 years |
Eligibility | Immediate |
Default deferral rate | 5.0% |
Default investment | Retail Target-Date Fund (Active Management) |
Auto-escalation | Opt-Out |
Systematic withdrawals | No |
Fee equalization | Yes |
Match Rate | 100% of first 6% of salary |
% receiving full match | 75% or more |
Max Employer Contribution | 10.0% |
Financial education: | |
Saving/budgeting | Yes |
Investing strategies | Yes |
College saving | Yes |
Credit/debt mgt | Yes |
Tax/estate planning | Yes |
Retiree health costs/savings options | |
Recordkeeper | Charles Schwab |