Plan name NCCI Holdings Inc
LocationBoca Raton, Florida
Asset size ($MM)$200 million - $500 million
Participants1,000 - 4,999
IndustryFinancial Services, Insurance/Reinsurance
Participation rate99%
Average deferral rate11%
# of funds offered16
Investment reviewQuarterly
True-up match
Match vesting period2 years
EligibilityImmediately upon hire
Default deferral rate5.1-5.5%
Default investmentTarget-date Fund (all types)
Automatic escalationExactly 1%
Systematic withdrawals
Fee equalizationYes, a policy is in place
Match Rate100% of first 6% of salary
% receiving full matchAll or nearly all participants (90% or more)
Maximum employer contribution6%
Financial Education
Saving/Budgeting
Investing strategies
College saving
Credit/Debt management
Tax/Estate planning
Retiree health costs/savings options​
RecordkeeperCharles Schwab
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