Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMPUSYS OF UTAH, INC.3+ years Filed as: COMPUSYS, INC Service code 13 · EIN 85-0203669 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $54,336 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $40,088 |
WALKER & VAN HEIJENOORT3+ years Filed as: WALKER & VAN HEIJNOORT Service code 29 · EIN 85-0365189 6100 4TH ST NW · ALBUQUERQUE, NM 87107 | Legal | $36,539 |
UBS FINANCIAL SERVICES INC3+ years Filed as: USB FINANCIAL SERVICES Service code 28 · EIN 13-2638166 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Investment Management | $21,002 |
EATON VANCE3+ years Service code 27 · EIN 04-3101134 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $20,849 |
EAGLE GLOBAL2 years Service code 27 · EIN 76-0518446 5847 SAN FELIPE SUITE 930 · HOUSTON, TX 77057 | Advisory (Plan) | $9,365 |
FINDELL & COMPANY, P.C.3+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $8,288 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $1,561 |
WEDGEWOOD PARTNERS INC3+ years Filed as: WEDGEWOOD Service code 27 · EIN 43-1468106 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $1,168 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $63,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 71.4%-71.4pp | 0.0%0pp |
| Annual return | 8.51% | -10.33%+18.8pp | 2.72%+5.8pp | -10.33%+18.8pp |
| Employer contribution / active EE | $4,202 | $13,491-68.9% | $10,601-60.4% | $13,491-68.9% |
| Participant deferral / active EE | $0 | $258-100.0% | $2,250-100.0% | $258-100.0% |
| Admin fee / account holder | $0 | $0 | $27-100.0% | - |