PLANSPONSOR - February/March 2018 - 52

2018 Best In Class Plans
Range Resources Corporation 401(k) Plan
(Fort Worth, Texas)
$124mm / 1,209 Participants / Oil & Gas, Energy
96.9%
ELIGIBILITY:
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
Immediate
100% of first 6% of salary
90% or more
9.3% DEFAULT DEFERRAL RATE:
25 DEFAULT INVESTMENT:
AUTO-ESCALATION:
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
MAX EMPLOYER CONTRIBUTION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
6.0%
Custom TDF
Opt-out
Yes
No
6.0%
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
Sony USA 401(k) Plan
(New York, New York)
$3.49b / 23,996 / Technology & Entertainment
92.2%
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
ELIGIBILITY:
9.0% DEFAULT DEFERRAL RATE:
12
Quarterly
Yes
Immediate
DEFAULT INVESTMENT:
AUTO-ESCALATION:
Immediate
6.0%
Institutional TDF
Opt-out
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
100% of first 3% of salary; 50% of next 3%
65% or more
Yes
Not applicable
MAX EMPLOYER CONTRIBUTION:
8.0%
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:
Empower Retirement
St. Paul Radiology, P.A. and Affiliates
Profit Sharing Plan (St. Paul, Minnesota)
>$100mm - $200mm / 100 - 499 Participants / Health Care
97.0%
ELIGIBILITY:
7.0% DEFAULT DEFERRAL RATE:
16
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
Immediate
100% of first 3% of salary
90% or more
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
After 1 year
4.0%
DEFAULT INVESTMENT: Retail TDF (index)
Opt-out
Yes
No
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
MAX EMPLOYER CONTRIBUTION:
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:
Wells Fargo Institutional Retirement and Trust
Sub-Zero/Wolf Employees' Profit Sharing
and 401(k) Savings Plan (Madison, Wisconsin)
$187mm / 1,000 - 4,999 Participants / Manufacturing - Consumer Products
96.0%
ELIGIBILITY:
9.0% DEFAULT DEFERRAL RATE:
18
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
Immediate
<50% of first 6% of salary
75% or more
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
After 1 month
5.0%
DEFAULT INVESTMENT: Retail TDF (index)
Opt-out
Yes
No
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
MAX EMPLOYER CONTRIBUTION:
>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:
John Hancock Retirement Plan Services
Swiss Re Group US Employees' Savings Plan
(Armonk, New York)
$1.08b / 1,000 - 4,999 Participants / Insurance, Reinsurance
95.0%
ELIGIBILITY:
9.6% DEFAULT DEFERRAL RATE:
12
Quarterly
Yes
MATCH VESTING PERIOD:
MATCH RATE:
% RECEIVING FULL MATCH:
3 years
100% of first 6% of salary
90% or more
AUTO-ESCALATION:
PARTICIPATION RATE:
AVG DEFERRAL RATE:
# OF FUNDS OFFERED:
INVESTMENT REVIEW:
TRUE-UP FEATURE:
Immediate
6.0%
DEFAULT INVESTMENT: Retail TDF (active)
Opt-in
Yes
SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
Planned for 2018
MAX EMPLOYER CONTRIBUTION:
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:
Empower Retirement
TimkenSteel Corporation SIP Plan
(Canton, Ohio)
$298mm / 1,000 - 4,999 Participants / Manufacturing - Industrial
96.4%
ELIGIBILITY:
9.1% DEFAULT DEFERRAL RATE:
11
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:
After 1 month
6.0%
No SYSTEMATIC WITHDRAWALS:
FEE EQUALIZATION:
100% of first 3% of salary; 50% of next 3%
75% or more
DEFAULT INVESTMENT: Retail TDF (index)
Opt-out
Yes
Not applicable
MAX EMPLOYER CONTRIBUTION:5.5% - 9.0%
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:
Empower Retirement
52 PLANSPONSOR.com February-March 2018
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PLANSPONSOR - February/March 2018

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