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| Provider | Service type | Compensation |
|---|---|---|
PHILIP ARCHIBECK1 year Filed as: PHILLIP ARCHIBECK Service code 27 · EIN 52-5847314 7320 ENCHANTED SKY LANE NE · ALBUQUERQUE, NM 871065411 | Advisory (Plan) | $30,497 |
RICCI & COMPANY2+ years Service code 10 · EIN 20-5949532 6200 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $10,463 |
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Participant 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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 5.50% | 45.66%-40.2pp | 5.00%+0.5pp | 11.88%-6.4pp |
| Employer contribution / active EE | $10,658 | $9,637+10.6% | $35,918-70.3% | $14,612-27.1% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |