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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 1585 BROADWAY · NEW YORK, NY 10036 | Legal | $198,327 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $155,300 |
JOHN LINDNER1 year Service code 30 · EIN 13-6083690 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $105,698 |
EDWIN A STEINBERG1 year Service code 29 · EIN 13-3052418 260 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $71,607 |
ROTHSCHILD ASSET MANAGEMENT2+ years Service code 51 · EIN 13-2544634 1251 AVE OF THE AMERICAS 44TH FLOOR · NEW YORK, NY 10020 | Investment Mgmt Fees | $70,112 |
HEATHER ROMERI1 year Filed as: HEATHER ADAMS Service code 30 · EIN 13-6083690 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $59,720 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Advisory (Plan) | $45,000 |
EUCLID SPECIALTY MANAGERS, LLC2+ years Filed as: EUCLID SPECIALTY MANAGERS LLC Service code 23 · EIN 45-3957469 380 MAPLE AVE WEST SUITE 302 · VIENNA, VA 22180 | Insurance services | $35,086 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 PO BOX 65585 · PHOENIX, AZ 85082 | Accounting | $31,450 |
OPPENHEIMER2+ years Filed as: MARTIN J OPPENHEIMER Service code 29 · EIN 04-9286894 1585 BROADWAY · NEW YORK, NY 10036 | Legal | $29,734 |
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Employer contribution per participant 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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 3.87% | 5.86%-2.0pp | 3.99%-0.1pp | 4.56%-0.7pp |
| Employer contribution / active EE | $2,159 | $18,820-88.5% | $38,279-94.4% | $15,526-86.1% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |