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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $186,364 |
LORD ABBETT2+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $98,853 |
GOLDMAN SACHS2+ years Filed as: ASHFIELD & COMPANY Service code 28 · EIN 94-2230583 750 BATTERY STREET · SAN FRANCISCO, CA 94111 | Investment Management | $81,154 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 2155 LOUISIANA BLVD NE · ALBUQUERQUE, NM 87110 | Investment Management | $73,149 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $43,611 |
CINNCINNATI HIGH YIELD2+ years Service code 28 · EIN 31-1264576 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Investment Management | $24,473 |
FINDELL & COMPANY, P.C.2+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $21,294 |
WALKER & VAN HEIJENOORT2+ years Filed as: WALKER & VAN HEIJENOORT, P.C. Service code 29 · EIN 85-0365189 4263 MONTGOMERY BLVD NE · ALBUQUERUQE, NM 87109 | Legal | $21,053 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $14,762 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85082 | Actuarial | $14,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 10.91% | 15.65%-4.7pp | 176.29%-165.4pp | 20.87%-10.0pp |
| Employer contribution / active EE | $760 | $3,226-76.4% | $3,680-79.4% | $2,310-67.1% |
| Participant deferral / active EE | $483 | $2,779-82.6% | $3,897-87.6% | $3,537-86.3% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |