Trellis Co.
| Plan name | Trellis Co. |
| Location | Round Rock, Texas |
| Asset size ($MM) | >$50 million - $100 million |
| Participants | 409 |
| Industry | Not-for-profit |
| Participation rate | 92% |
| Average deferral rate | 8% |
| # of funds offered | 18 |
| Investment review | |
| True-up match | |
| Match vesting period | 2 years |
| Eligibility | Immediately upon hire |
| Default deferral rate | 6% |
| Default investment | Not Reported |
| Automatic escalation | Yes - participants are defaulted into auto escalation at time of enrollment unless they opt out; all other participants can opt in at any time |
| Systematic withdrawals | Not Reported |
| Fee equalization | Yes – a policy is in place |
| Match Rate | Not Reported |
| % receiving full match | Not Reported |
| Maximum employer contribution | Not Reported |
| Financial Education | |
Saving/Budgeting | |
Investing strategies | |
College saving | |
Credit/Debt management | |
Tax/Estate planning | |
Retiree health costs/savings options |
| Recordkeeper | Principal |
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