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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP3 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $118,191 |
JOHN LINDNER4 years Service code 30 · EIN 13-6161999 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $115,740 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $104,358 |
HEATHER ROMERI4 years Filed as: HEATHER ADAMS Service code 30 · EIN 13-6161999 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $74,773 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $56,418 |
EDWIN A STEINBERG4 years Service code 29 · EIN 13-3052418 260 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $49,612 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Advisory (Plan) | $48,195 |
BALDWIN & BALDWIN PLLC5+ years Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $31,450 |
ADP BROKER-DEALER5+ years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 65-0076799 10200 SUNSET DRIVE · MIAMI, FL 33173 | Other Services | $18,997 |
1818 SOUTHERN INVESTMENT LLC3 years Service code 49 · EIN 20-3226502 2906 E HALE STREET · MESA, AZ 85213 | Other Services | $13,257 |
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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 | $317,036-100.0% | $248,520-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 13.0%-13.0pp |
| Annual return | 6.97% | 13.77%-6.8pp | 239.57%-232.6pp | 13.59%-6.6pp |
| Employer contribution / active EE | $31,497 | $20,011+57.4% | $43,837-28.1% | $14,592+115.9% |
| Participant deferral / active EE | $0 | $165-100.0% | $575-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $36,083-100.0% | $29,657-100.0% |