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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $135,196 |
JOHN LINDNER5 years Service code 30 · EIN 13-6161999 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $117,222 |
HEATHER ROMERI5 years Filed as: HEATHER ADAMS Service code 30 · EIN 13-6161999 1818 E SOUTHERN AVE STE 20B · MESA, AZ 85204 | Employee (plan) | $80,881 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $56,043 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 ONE PARK AVENUE · NEW YORK, NY 10016 | Advisory (Plan) | $48,195 |
PROSKAUER ROSE LLP4 years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $45,144 |
EDWIN A STEINBERG5 years Service code 29 · EIN 13-3052418 260 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $34,385 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT PLLC Service code 10 · EIN 46-4370753 PO BOX 60008 · PHOENIX, AZ 85008 | Accounting | $31,450 |
METROTECH2 years Service code 49 1957 E AZALEA COURT · GILBERT, AZ 85298 | Other Services | $20,137 |
ADP BROKER-DEALER6+ years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 65-0076799 10200 SUNSET DRIVE · MIAMI, FL 33173 | Other Services | $18,340 |
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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 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 3.96% | 9.42%-5.5pp | 10.03%-6.1pp | 9.29%-5.3pp |
| Employer contribution / active EE | $28,019 | $18,905+48.2% | $38,789-27.8% | $15,168+84.7% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |