Creative Associates International
| Plan name | Creative Associates International |
| Location | Chevy Chase, Md. |
| Asset size ($MM) | $25 million - $50 million |
| Participants | 212 |
| Industry | Real estate |
| Participation rate | 94% |
| Average deferral rate | 9% |
| # of funds offered | 30 |
| Investment review | |
| True-up match | |
| Match vesting period | 3 years |
| Eligibility | Immediately upon hire |
| Default deferral rate | 3% |
| Default investment | Unsure / Don't know |
| 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 | |
| Fee equalization | Unsure / Don't Know |
| Match Rate | 51%-99% of first 6% of salary |
| % receiving full match | More than average (more than 50% but less than 75%) |
| Maximum employer contribution | 4% |
| Financial Education | |
Saving/Budgeting | |
Investing strategies | |
College saving | |
Credit/Debt management | |
Tax/Estate planning | |
Retiree health costs/savings options |
| Recordkeeper | Ascensus |
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