Plan Overview

Tech Corporation Inc.

Tech Corp 401(k)

Plan Type

401(k) Defined Contribution

Region

United States

Jan 15, 2023

Plan Onboarding

Plan established & transitioned

Jan 16 - Feb 15, 2023

Transition Blackout Period

Recordkeeper transition - trading & transactions restricted

Mar 1, 2023

System Go-Live

Full service launched - 1,247 participants active

Mar 2023 - Present

Ongoing Operations

Annual activities, compliance & participant services

TBD

Plan Termination

End of lifecycle (if applicable) - distribution of rollover materials

Plan Deliverables - Print & Digital

Delivery Channel Trends

8,943

Total Print & Mail

13,256

Total Digital

59.7%

Digital Preference

Email Quality & Reliability

Delivery Success Rate

99.2%

+0.3% vs last quarter

Bounce Rate

0.8%

Stable

Email Address Quality

Valid Emails 12,144

Bounced 98

87.5%

Open Rate

63.2%

Click Rate

0.02%

Spam Complaints

Plan Participation Metrics

Total Participants

1,247

+45 this quarter

Enrollment Rate

92.5%

+2.3% from target

Total Plan Assets

$84.2M

+12.8% YTD

Avg Deferral Rate

7.2%

Stable

Participation Metrics

Eligible Employees

1,348

Active Participants

1,247

New Enrollments (Q4)

Terminations (Q4)

Financial Metrics

Average Account Balance $67,543

Total Contributions (YTD) $8.9M

Investment Returns (YTD) +14.2%