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| Provider | Service type | Compensation |
|---|---|---|
JOHN LINDNER2 years Service code 30 · EIN 13-6083690 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85024 | Employee (plan) | $127,029 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $107,495 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $99,927 |
HEATHER ROMERI2 years Filed as: HEATHER ADAMS Service code 30 · EIN 13-6083690 1818 E SOUTHERN AVE. STE 20B · MESA, AZ 85024 | Employee (plan) | $78,097 |
EDWIN A STEINBERG2 years Service code 29 · EIN 13-3052418 260 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $73,832 |
ROTHSCHILD ASSET MANAGEMENT3+ years Service code 51 · EIN 13-2544634 1251 AVE OF THE AMERICAS 44TH FLOOR · NEW YORK, NY 10020 | Investment Mgmt Fees | $72,015 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Advisory (Plan) | $46,688 |
EUCLID SPECIALTY MANAGERS, LLC3+ years Filed as: EUCLID SPECIALTY MANAGERS LLC Service code 23 · EIN 45-3957469 380 MAPLE AVE WEST SUITE 302 · VIENNA, VA 22180 | Insurance services | $35,643 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN & BALDWIN, PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $31,450 |
AMALGAMATED BANK3+ 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) | $21,643 |
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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 | $46,757-100.0% | $256,121-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 11.3%-11.3pp |
| Annual return | 5.14% | 10.65%-5.5pp | 9.60%-4.5pp | 10.41%-5.3pp |
| Employer contribution / active EE | $38,621 | $22,524+71.5% | $45,595-15.3% | $14,691+162.9% |
| Participant deferral / active EE | $0 | $398-100.0% | $255-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $9,523-100.0% | $2,646-100.0% |