Bohannan Huston, Inc.

Location  Albuquerque, New Mexico
Asset Size $32.4 million
Number of Participants 232
Business Engineering
Participation Rate98%
Avg Deferral Rate8.00%
Number of Funds22
Investment ReviewQuarterly
Fee ReviewAnnually
Fee EqualizationYes
Auto-Enrollment Rate4%
Auto-Escalation Rate 2%
Re-EnrollmentYes
Default InvestmentBalanced fund
Ret Income OfferingNone
Vesting Period>5 years
Match Rate 60% of first 10% of salary
% Receiving Full Match>25%–50%
True-Up MatchNo
  
Financial Education 
Saving/budgetingx
Investing strategiesx
College saving 
Credit/debt mgmtx
Tax/estate planningx
Retiree health costs/savings optionsx
  
ProviderTransamerica Retirement Solutions
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