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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 94-1671384 4801 N. BUTLER · FARMINGTON, NM 87401 | Investment Management | $47,212 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 11 · EIN 85-0402842 6201 UPTOWN BLVD. NE, SUITE 100 · ALBUQUERQUE, NM 87110 | Actuarial | $35,031 |
Filed as: MASS MUTUAL RETIREMENT SERVICES, LL Service code 15 · EIN 26-1589907 | Recordkeeping | $400 |
RELIANCE TRUST COMPANY6+ 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,403 | $72,554-63.6% | $138,135-80.9% | $73,488-64.1% |
| Participation rate | 70.1% | 74.8%-4.7pp | 78.7%-8.6pp | 70.7%-0.5pp |
| Annual return | 9.73% | 17.50%-7.8pp | 20.51%-10.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | $20 | $3,511-99.4% | $5,587-99.6% | $2,270-99.1% |
| Participant deferral / active EE | $1,290 | $4,908-73.7% | $6,431-79.9% | $3,740-65.5% |
| Admin fee / account holder | $192 | $464-58.7% | $11,856-98.4% | $513-62.6% |