Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 PO BOX 930307 · ATLANTA, GA 31193 | Contract Administrator | $135,943 |
LORD ABBETT1+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $99,646 |
GOLDMAN SACHS1+ years Filed as: ASHFIELD & COMPANY Service code 28 · EIN 94-2230583 750 BATTERY STREET · SAN FRANCISCO, CA 94111 | Investment Management | $75,761 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 2155 LOUISIANA BLVD NE · ALBUQUERQUE, NM 87110 | Investment Management | $74,397 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $40,522 |
CINNCINNATI HIGH YIELD1+ years Service code 28 · EIN 31-1264576 4520 MONTGOMERY BLVD SUITE 1-5 · ALBUQUERQUE, NM 87109 | Investment Management | $24,430 |
WALKER & VAN HEIJENOORT1+ years Filed as: WALKER & VAN HEIJENOORT, P.C. Service code 29 · EIN 85-0365189 4263 MONTGOMERY BLVD NE · ALBUQUERUQE, NM 87109 | Legal | $21,556 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85082 | Actuarial | $15,962 |
FINDELL & COMPANY, P.C.1+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $12,483 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NEW MEXICO, N.A. Service code 19 · EIN 47-1592157 PO BOX 5159 · MINNEAPOLIS, MN 55485 | Securities Custodian | $11,152 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -3.69% | 611.38%-615.1pp | 22.78%-26.5pp | 48.65%-52.3pp |
| Employer contribution / active EE | $775 | $2,943-73.7% | $3,574-78.3% | $2,182-64.5% |
| Participant deferral / active EE | $424 | $2,593-83.6% | $3,712-88.6% | $3,356-87.4% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |