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| Provider | Service type | Compensation |
|---|---|---|
JOHN LINDNER3 years Service code 30 · EIN 13-6161999 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $126,883 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $87,420 |
HEATHER ROMERI3 years Filed as: HEATHER ADAMS Service code 30 · EIN 13-6161999 1818 E SOUTHERN AVE. STE 20B · MESA, AZ 85204 | Employee (plan) | $73,847 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 51 · EIN 13-2544634 1251 AVE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Mgmt Fees | $69,970 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $55,391 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $55,002 |
EDWIN A STEINBERG3 years Service code 29 · EIN 13-3052418 260 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $54,634 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Advisory (Plan) | $47,959 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $31,450 |
AMALGAMATED BANK4+ 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) | $20,442 |
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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 | $105,125-100.0% | $261,924-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 14.6%-14.6pp |
| Annual return | 0.45% | -3.32%+3.8pp | -2.99%+3.4pp | 10.56%-10.1pp |
| Employer contribution / active EE | $29,975 | $15,411+94.5% | $41,623-28.0% | $13,643+119.7% |
| Participant deferral / active EE | $0 | $512-100.0% | $35-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $38,841-100.0% | $3,354-100.0% |