AIS Planning
| Plan name | AIS Planning |
| Location | St Cloud, MN |
| Asset size ($mm) | $2 |
| Participants | 10 |
| Industry | Financial Planning |
| Participation rate | 100% |
| Average deferral rate | 10.8% |
| # of funds offered | 40 |
| Investment review | Quarterly |
| True-up match | Yes |
| Match vesting period | Immediately upon enrollment |
| Eligibility | Immediately upon hire |
| Default deferral rate | 5% |
| Default investment | TDF (all types) |
| Automatic escalation | Opt-out |
| Systematic withdrawals | Yes |
| Fee equalization | Yes |
| Â | Â |
| Match rate | * |
| % receiving full match | >90% |
| Maximum employer contribution | 5% |
| Â | Â |
| Financial education | Â |
| Saving/Budgeting | Yes |
| Investing strategies | Yes |
| College saving | Yes |
| Credit/Debt management | Yes |
| Tax/Estate planning | Yes |
| Retiree health costs/savings options | Â |
| Â | Â |
| Recordkeeper | Alerus |
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