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| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.1+ years Filed as: COMPUSYS, INC Service code 13 · EIN 85-0203669 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $48,517 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $45,003 |
EATON VANCE1+ years Service code 27 · EIN 04-3101134 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Advisory (Plan) | $17,782 |
UBS FINANCIAL SERVICES INC1+ years Filed as: USB FINANCIAL SERVICES Service code 28 · EIN 13-2638166 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Investment Management | $17,441 |
WALKER & VAN HEIJENOORT1+ years Filed as: WALKER & VAN HEIJNOORT Service code 29 · EIN 85-0365189 4263 MONTGOMERY BLVD NE · ALBUQUERQUE, NM 87109 | Legal | $12,896 |
WEDGEWOOD PARTNERS INC1+ years Filed as: WEDGEWOOD Service code 27 · EIN 43-1468106 1330 SAN PEDRO NE STE 105-A · ALBUQUERQUE, NM 87192 | Advisory (Plan) | $11,253 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 1330 SAN PEDRO NE STE 105-A · ALBUQUERQUE, NM 87192 | Advisory (Plan) | $7,995 |
FINDELL & COMPANY, P.C.1+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $7,208 |
WENTWORTH HAUSER & VIOLICH1+ years Filed as: WENTWORTH Service code 27 · EIN 91-1631301 1330 SAN PEDRO DR NE STE 105A · ALBUQUERUQE, NM 87110 | Advisory (Plan) | $4,523 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $260,352-100.0% | $55,343-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 100.0%-100.0pp | - |
| Annual return | 4.27% | 3.87%+0.4pp | 4.25%0pp | - |
| Employer contribution / active EE | $0 | $0 | $8,602-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $0 | - |
| Admin fee / account holder | $0 | $958-100.0% | $2,465-100.0% | - |