Bohannan Huston, Inc.
Location | Albuquerque, New Mexico |
Asset Size | $32.4 million |
Number of Participants | 232 |
Business | Engineering |
Participation Rate | 98% |
Avg Deferral Rate | 8.00% |
Number of Funds | 22 |
Investment Review | Quarterly |
Fee Review | Annually |
Fee Equalization | Yes |
Auto-Enrollment Rate | 4% |
Auto-Escalation Rate | 2% |
Re-Enrollment | Yes |
Default Investment | Balanced fund |
Ret Income Offering | None |
Vesting Period | >5 years |
Match Rate | 60% of first 10% of salary |
% Receiving Full Match | >25%–50% |
True-Up Match | No |
Financial Education | |
Saving/budgeting | x |
Investing strategies | x |
College saving | |
Credit/debt mgmt | x |
Tax/estate planning | x |
Retiree health costs/savings options | x |
Provider | Transamerica Retirement Solutions |