NCCI Holdings Inc

Plan name | NCCI Holdings Inc |
Location | Boca Raton, Florida |
Asset size ($MM) | $200 million - $500 million |
Participants | 1,000 - 4,999 |
Industry | Financial Services, Insurance/Reinsurance |
Participation rate | 99% |
Average deferral rate | 11% |
# of funds offered | 16 |
Investment review | Quarterly |
True-up match | |
Match vesting period | 2 years |
Eligibility | Immediately upon hire |
Default deferral rate | 5.1-5.5% |
Default investment | Target-date Fund (all types) |
Automatic escalation | Exactly 1% |
Systematic withdrawals | |
Fee equalization | Yes, a policy is in place |
Match Rate | 100% of first 6% of salary |
% receiving full match | All or nearly all participants (90% or more) |
Maximum employer contribution | 6% |
Financial Education | |
Saving/Budgeting | |
Investing strategies | |
College saving | |
Credit/Debt management | |
Tax/Estate planning | |
Retiree health costs/savings options |
Recordkeeper | Charles Schwab |