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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATKINSON & CO., LTD. Service code 10 · EIN 85-0221867 6501 AMERICAS PARKWAY NE · ALBUQUERQUE, NM 87110 | Accounting | $10,806 |
Service code 27 · EIN 74-2909529 4130 RIO BRAVO ST. · EL PASO, TX 79902 | Advisory (Plan) | $5,396 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,576 | $65,041-83.7% | $90,965-88.4% | $79,858-86.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | -5.67% | 30.45%-36.1pp | 134.57%-140.2pp | 31.72%-37.4pp |
| Employer contribution / active EE | $1,669 | $1,247+33.8% | $2,122-21.3% | $2,471-32.4% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $146 | $4,536-96.8% | $5,960-97.6% | $5,306-97.2% |