Overview

Plan Rating

BrightScope Rating
56
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (27)
Average in Peer Group (68)
Highest in Peer Group (92)

Plan Description

Brookshire Brothers KSOP is a defined contribution plan with a profit-sharing component, stock bonus component, 401k feature, and leveraged ESOP component. This plan has a BrightScope Rating of 56. Brookshire Brothers KSOP currently has over 5,200 active participants and over $86.2M in plan assets.

Did you know?

For the average 401k participant, the 36 point difference between this plan's BrightScope Rating (56) and the top rated plan (92) could equate to:
20
Additional years of work
169,424
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 4/29/2017
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 1201 Ellen Trout Drive
  • Location
    Lufkin , TX
  • 75902-1233
  • Industry
    Supermarkets and Other Grocery (except Convenience) Stores
  • Administrator
    Jessica Brown
  • Net Plan Assets
    $86,200,000
  • Total Participants
    5,300
  • Avg Account Balance
    $19,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Poor
Account Balance:
Below Avg.

Design

Total Plan Cost:
High Fees
Company Generosity:
Average

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Poor
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Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

33

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Total Employer Securities 66%
N/A
Principal Financial Group LifeTime 22%
N/A
Principal Stable Value Fund 3%
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
Principal Financial Group
Insurance Advisor/Broker
Business Benefits Corp of East Texa
Administration
Principal Financial Group
Recordkeeper
Principal Financial Group
Investment Adviser
Morningstar, Inc.
Auditor
McGladrey Wealth Management LLC

Articles and Questions

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