Overview

Plan Rating

BrightScope Rating
51
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (29)
Average in Peer Group (62)
Highest in Peer Group (87)

Plan Description

Ahtna-Ugsoa 401k Prevailing Wage Plan is a defined contribution plan with a 401k feature. This plan has a BrightScope Rating of 51. This plan is in the top 15% of plans for Participation Rate. Ahtna-Ugsoa 401k Prevailing Wage Plan currently has over 400 active participants and over $2.7M in plan assets.

Did you know?

For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (51) and the top rated plan (87) could equate to:
17
Additional years of work
220,482
Lost 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. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 803 N. Sam Houston Blvd., Ste. B
  • Location
    San Benito , TX
  • 78586
  • Industry
    Labor Unions and Similar Labor Organizations
  • Administrator
    Enrique Martinez
  • Net Plan Assets
    $2,670,000
  • Total Participants
    500
  • Avg Account Balance
    $5,300

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Above Average

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Poor
Account Balance:
Poor
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Investments

Investment Menu Stats

# of Investment Options

9

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Stadion Managed Growth 64%
N/A
Stadion Managed Moderate 10%
N/A
Managed Principal Protection Portfolio 9%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
Lincoln Financial
Insurance Advisor/Broker
Daniel E. Sanchez
Administration
Lincoln Financial
Recordkeeper
David K. Young Consulting, LLC
Investment Adviser
Stadion Money Management
Auditor
Thomas Stephen & Company, LLP

Articles and Questions

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