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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $129,504 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 1585 BROADWAY · NEW YORK, NY 10036 | Legal | $98,191 |
ROTHSCHILD ASSET MANAGEMENT1+ years Service code 51 · EIN 13-2544634 1251 AVE OF THE AMERICAS 44TH FLOOR · NEW YORK, NY 10020 | Investment Mgmt Fees | $60,449 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Advisory (Plan) | $45,000 |
BALDWIN & BALDWIN PLLC1+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $31,450 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 18 · EIN 13-4920330 275 5TH AVENUE 9TH FLOOR · NEW YORK, NY 10001 | Custodial (other than securities) | $30,839 |
EUCLID SPECIALTY MANAGERS, LLC1+ years Filed as: EUCLID SPECIALTY MANAGERS LLC Service code 23 · EIN 45-3957469 380 MAPLE AVE WEST SUITE 302 · VIENNA, VA 22180 | Insurance services | $25,983 |
EDWIN A STEINBERG1+ years Filed as: EDWIN A STEINBERG PC Service code 29 · EIN 13-3052418 260 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $13,553 |
ADP BROKER-DEALER1+ years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 65-0076799 10200 SUNSET DRIVE · MIAMI, FL 33173 | Other Services | $13,114 |
OPPENHEIMER1+ years Filed as: MARTIN J OPPENHEIMER Service code 29 · EIN 04-9286894 1585 BROADWAY · NEW YORK, NY 10036 | Legal | $10,128 |
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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 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | 1.66% | -1.85%+3.5pp | -2.13%+3.8pp | -7.14%+8.8pp |
| Employer contribution / active EE | $3,232 | $9,669-66.6% | $34,127-90.5% | $14,613-77.9% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |