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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $194,693 |
POLEN CAPITAL2 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $113,743 |
LORD ABBETT3+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $96,084 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $36,469 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $27,415 |
WALKER & VAN HEIJENOORT3+ years Filed as: WALKER & VAN HEIJENOORT, P.C. Service code 29 · EIN 85-0365189 6100 4TH ST NW · ALBUQUERQUE, NM 87107 | Legal | $27,275 |
CINNCINNATI HIGH YIELD3+ years Service code 28 · EIN 31-1264576 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Investment Management | $24,128 |
CAMBIAR INVESTORS LLC2 years Service code 28 · EIN 84-1596610 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $23,846 |
FINDELL & COMPANY, P.C.3+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $17,232 |
THE SEGAL COMPANY3+ 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.
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 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 9.54% | 3.84%+5.7pp | 850.99%-841.5pp | -0.04%+9.6pp |
| Employer contribution / active EE | $912 | $3,343-72.7% | $3,631-74.9% | $2,405-62.1% |
| Participant deferral / active EE | $507 | $2,922-82.6% | $4,082-87.6% | $3,739-86.4% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |