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Company:
Boston Private Financial Holdings, Inc.
Plan:
Boston Private Financial Holdings, Inc. 401k Profit Sharing Plan
 

Boston Private Financial Holdings, Inc.

80 Plan: Boston Private Financial Holdings, Inc. 401k Profit Sharing Plan

 
 
80
29
67
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (80) and the top rated plan (89) could equate to:
[How is this calculated?]
6 additional years of work
Up to $84,200 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Boston Private Financial Holdings, Inc. 401k Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Salary Deferral. Boston Private Financial Holdings, Inc. 401k Profit Sharing Plan currently has over 1,000 active participants and over $70.8M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
40
Plan Average: 24
Top 3 Funds in this 401k
1. American Funds Growth Fund of America 8%
2. PIMCO Total Return 8%
3. Fidelity Retirement Money Market 8%

 Retirement Plan Details

Address 10 Post Office Square
Boston, MA 02109 
Industry Commercial Banking
Administrator Martha Higgins
Net Plan Assets $70,800,000
Total Participants 1,100
Avg Account Balance $76,000

  Plan Service Provider

Auditor KPMG, Llp

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