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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $64,046 |
Service code 13 · EIN 86-0785790 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Contract Administrator | $41,684 |
EATON VANCE7+ years Service code 27 · EIN 04-3101134 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $37,814 |
LEGG MASON4 years Service code 27 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $27,629 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $19,897 |
WALKER & VAN HEIJENOORT7+ years Filed as: WALKER & VAN HEIJNOORT Service code 29 · EIN 85-0365189 6508 POZA RICA CT NW · LOS RANCHOS, NM 87107 | Legal | $12,211 |
Filed as: UNIPLAN Service code 27 · EIN 27-3053886 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $11,901 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP UNDERWOOD & PACHECO PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE · PHOENIX, AZ 85012 | Legal | $11,251 |
WELLESLEY4 years Service code 27 · EIN 26-0337214 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $11,098 |
FINDELL & COMPANY, P.C.7+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $9,159 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $53,391-100.0% | $31,867-100.0% | $53,391-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 50.0%-50.0pp | 64.1%-64.1pp |
| Annual return | -19.43% | -12.46%-7.0pp | -12.40%-7.0pp | -12.46%-7.0pp |
| Employer contribution / active EE | $5,264 | $15,405-65.8% | $6,243-15.7% | $15,405-65.8% |
| Participant deferral / active EE | $0 | $1,313-100.0% | $106-100.0% | $1,313-100.0% |
| Admin fee / account holder | $0 | $5,411-100.0% | $308-100.0% | $5,411-100.0% |