Cystic Fibrosis Foundation
Plan name | Cystic Fibrosis Foundation |
Location | Bethesda, Maryland |
Asset size | $98mm |
# of participants | 1,069 |
Business Category | Nonprofit Foundation |
Participation Rate | 95.0% |
Avg Deferral Rate | 8.6% |
# of Funds Offered | 30 |
Investment Review | Quarterly |
True-up Feature | Yes |
Match Vesting Period | Immediate |
Eligibility | Within 3 months |
Default Deferral Rate | 5% |
Default Investment | TDF (all types) |
Auto-Escalation | Opt-out |
Systematic Withdrawals | No |
Fee Equalization | No |
Match Rate | 100% of first 3%; 50% of next 2% of salary |
% Receiving Full Match | 93% |
Max Employer Contribution | 8% |
Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | Yes |
Tax/Estate planning | |
College saving | Yes |
Credit/Debt mgmt | Yes |
Retiree health costs/savings options | |
Recordkeeper: | Vanguard |