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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $185,285 |
POLEN CAPITAL5 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $159,385 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 2155 LOUISIANA BLVD NE · ALBUQUERQUE, NM 87110 | Investment Management | $156,465 |
LORD ABBETT6+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $50,560 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $50,228 |
WALKER & VAN HEIJENOORT6+ years Filed as: WALKER & VAN HEIJENOORT, P.C. Service code 29 · EIN 85-0365189 6508 POZA RICA CT NW · ALBUQUERQUE, NM 87107 | Legal | $45,647 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85082 | Actuarial | $44,396 |
LAZARD ASSET MANAGEMENT5 years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $25,058 |
FINDELL & COMPANY, P.C.6+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $20,406 |
CAMBIAR INVESTORS LLC5 years Service code 28 · EIN 84-1596610 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $12,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,770-100.0% | $109,163-100.0% | $93,010-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 75.9%-75.9pp | 73.9%-73.9pp |
| Annual return | 42.59% | 60.64%-18.1pp | 25.75%+16.8pp | 158.70%-116.1pp |
| Employer contribution / active EE | $881 | $3,780-76.7% | $3,723-76.3% | $2,705-67.4% |
| Participant deferral / active EE | $546 | $3,630-84.9% | $4,654-88.3% | $4,561-88.0% |
| Admin fee / account holder | $0 | $172-100.0% | $6,754-100.0% | $152-100.0% |