Plan Name |
St. Paul Radiology, P.A. and Affiliates Profit Sharing Plan |
Location |
St. Paul , MN |
Asset Size |
>$100 million – $200 million |
Number of Participants |
100 – 499 |
Business |
Health Care |
Participation rate |
97.0% |
Avg. deferral rate |
7.0% |
No. of funds offered |
16 |
Investment Review |
Quarterly |
True-up feature |
Yes |
Match Vesting Period |
Immediate |
Eligibility |
After 1 year |
Default deferral rate |
4.0% |
Default investment |
Retail Target-Date Fund (Indexed) |
Auto-escalation |
Opt-Out |
Systematic withdrawals |
Yes |
Fee equalization |
No |
Match Rate |
100%% of first 3% of salary |
% receiving full match |
90% 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 |
|
Retiree health costs/savings options |
Yes |
|
|
Recordkeeper |
Wells Fargo Institutional Retirement and Trust |