Saes Getters / U.S.A. Inc.
Plan name | Saes Getters / U.S.A. Inc. |
Location | Colorado Springs, Colorado |
Asset size | $24mm |
# of participants | 182 |
Business Category | Industrial Manufacturing |
Participation Rate | 97.4% |
Avg Deferral Rate | 7.4% |
# of Funds Offered | 19 |
Investment Review | Quarterly |
True-up Feature | Yes |
Match Vesting Period | Immediate |
Eligibility | Immediate |
Default Deferral Rate | 5% |
Default Investment | TDF (all types) |
Auto-Escalation | Opt-out |
Systematic Withdrawals | Yes |
Fee Equalization | Yes |
Match Rate | 100% of 3% of salary, 50% of the next 2% |
% Receiving Full Match | >90% |
Max Employer Contribution | 10% |
Financial Education | |
Saving/Budgeting | Yes |
Investing strategies | |
Tax/Estate planning | |
College saving | |
Credit/Debt mgmt | Yes |
Retiree health costs/savings options | |
Recordkeeper: | Principal |