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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Contract Administrator | $38,826 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $37,712 |
UBS FINANCIAL SERVICES INC4+ years Filed as: USB FINANCIAL SERVICES Service code 28 · EIN 13-2638166 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Investment Management | $21,932 |
EATON VANCE4+ years Service code 27 · EIN 04-3101134 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $21,885 |
LEGG MASON1 year Service code 27 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $15,764 |
WALKER & VAN HEIJENOORT4+ years Filed as: WALKER & VAN HEIJNOORT Service code 29 · EIN 85-0365189 6100 4TH ST NW · ALBUQUERQUE, NM 87107 | Legal | $10,669 |
FINDELL & COMPANY, P.C.4+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $9,768 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $9,606 |
EAGLE GLOBAL3 years Service code 27 · EIN 76-0518446 5847 SAN FELIPE SUITE 930 · HOUSTON, TX 77057 | Advisory (Plan) | $6,686 |
Filed as: UNIPLAN Service code 27 · EIN 27-3053886 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $5,626 |
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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.
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 | $1,024,395-100.0% | $38,518-100.0% | $1,024,395-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 3.47% | 10.12%-6.7pp | 6.22%-2.8pp | 10.12%-6.7pp |
| Employer contribution / active EE | $3,437 | $17,603-80.5% | $12,981-73.5% | $17,603-80.5% |
| Participant deferral / active EE | $0 | $184-100.0% | $3,167-100.0% | $184-100.0% |
| Admin fee / account holder | $0 | $9,341-100.0% | - | $9,341-100.0% |