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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 28 · EIN 94-1671384 4801 N. BUTLER · FARMINGTON, NM 87401 | Investment Management | $49,867 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 11 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Actuarial | $48,225 |
CHANDLER ASSET MANAGEMENT3+ years Filed as: CHANDLER & CO. Service code 10 · EIN 85-0336896 2900 N. HUTTON · FARMINGTON, NM 87402 | Accounting | $14,099 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,125 | $72,448-70.8% | $118,746-82.2% | $69,631-69.7% |
| Participation rate | 85.3% | 79.7%+5.7pp | 78.3%+7.1pp | 70.7%+14.7pp |
| Annual return | 13.28% | 19.06%-5.8pp | 24.54%-11.3pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $0 | $3,771-100.0% | $4,193-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,398 | $4,943-71.7% | $5,332-73.8% | $3,224-56.6% |
| Admin fee / account holder | $186 | $99+88.3% | $10,720-98.3% | $110+68.5% |