PLANSPONSOR - February/March 2018 - 51

JX Enterprises Employee Retirement Plan
(Hartland, Wisconsin)
Mercersburg Academy 401(k) Plan
(Mercersburg, Pennsylvania)
>$25mm - $50mm / 500 - 999 Participants / Retail
93.0%
ELIGIBILITY:
7.3% DEFAULT DEFERRAL RATE:
15
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
2 years
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
6.0%
DEFAULT INVESTMENT: Retail TDF (active)
Opt-out
Yes
Yes
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
51% - 99% of first 6% of salary
90% or more
MAX EMPLOYER CONTRIBUTION:
3.5%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Transamerica
Lexmark Savings Plan
(Lexington, Kentucky)
$1.05b / 4,700 Participants / Technology
99.0%
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
ELIGIBILITY:
4.9% DEFAULT DEFERRAL RATE:
18
Annually
Yes
Immediate
100% of first 4% of salary
90% or more
AUTO-ESCALATION:
Immediate
5.0%
DEFAULT INVESTMENT: Retail TDF (active)
Opt-out
Yes
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
Not applicable
MAX EMPLOYER CONTRIBUTION:
4.0%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Fidelity Investments
Mecklenburg Radiology Associates, P.A.
(Charlotte, North Carolina)
$54.2mm / 100 - 499 Participants / Health Care
95.0%
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
ELIGIBILITY:
7.0% DEFAULT DEFERRAL RATE:
Quarterly
Yes
AUTO-ESCALATION:
Within 3 months
5.0%
23 DEFAULT INVESTMENT: Retail TDF (index)
Opt-out
No
Immediate
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
51% - 99% of first 6% of salary
50% - 75%
MAX EMPLOYER CONTRIBUTION:
Yes
>10%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Charles Schwab
$38.7mm / 285 Participants / Education - 9 - 12 (Private)
98.2%
ELIGIBILITY:
9.0% DEFAULT DEFERRAL RATE:
21
Annually
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
Immediate
>100% of first 6% of salary
95% or more
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
5.0%
DEFAULT INVESTMENT: Retail TDF (active)
Opt-out
Yes
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
MAX EMPLOYER CONTRIBUTION:
Not reported
11.0%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
T. Rowe Price
NCCI Holdings, Inc.
(Boca Raton, Florida)
$252mm / 1,125 Participants / Insurance, Reinsurance
96.0%
ELIGIBILITY:
9.9% DEFAULT DEFERRAL RATE:
16
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
2 years
100% of first 6% of salary
75% or more
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
5.0%
DEFAULT INVESTMENT: Retail TDF (active)
Opt-out
No
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
MAX EMPLOYER CONTRIBUTION:
Yes
10.0%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Charles Schwab
ONEOK, Inc. 401(k) Plan
(Tulsa, Oklahoma)
$461mm / 2,800 Participants / Oil & Gas, Energy
98.0%
ELIGIBILITY:
8.0% DEFAULT DEFERRAL RATE:
14
Quarterly
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
Immediate
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
6.0%
No SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
100% of first 6% of salary
90% or more
DEFAULT INVESTMENT: Retail TDF (active)
Opt-in
No
Yes
MAX EMPLOYER CONTRIBUTION:
7% - 12%
FINANCIAL EDUCATION:
o Saving/Budgeting o Investing strategies o Tax/Estate planning
o College saving o Credit/Debt mgmt o Retiree health costs/savings options
RECORDKEEPER:
Fidelity Investments
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PLANSPONSOR - February/March 2018

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