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| Provider | Service type | Compensation |
|---|---|---|
TAG ASSOCIATES, LLC10+ years Service code 27 · EIN 52-2328316 | Advisory (Plan) | $84,072 |
DANZIGER & MARKHOFF LLP10+ years Filed as: DANZIGER & MARKHOFF, LLC Service code 14 · EIN 13-3010201 | Plan Administrator | $82,305 |
LAWRENCE J. EISENBERG, P.C.10+ years Service code 29 · EIN 46-1626846 | Legal | $38,415 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $24,675 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $330,599-100.0% | - | $330,599-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 43.7%-43.7pp |
| Annual return | 5.04% | 0.38%+4.7pp | 3.39%+1.6pp | 13.05%-8.0pp |
| Employer contribution / active EE | $0 | $47,609-100.0% | $31,780-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $0 | $83-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $31,365-100.0% | - | $31,365-100.0% |