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| Provider | Service type | Compensation |
|---|---|---|
TAG ASSOCIATES, LLC1+ years Service code 27 · EIN 52-2328316 | Advisory (Plan) | $81,917 |
DANZIGER & MARKHOFF LLP1+ years Filed as: DANZIGER & MARKHOFF, LLC Service code 14 · EIN 13-3010201 | Plan Administrator | $66,889 |
LAWRENCE J. EISENBERG, P.C.1+ years Service code 29 · EIN 46-1626846 | Legal | $54,450 |
SELECT EQUITY GROUP, L.P.1+ years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $28,729 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $19,089 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Service code 27 · EIN 52-2344187 | Advisory (Plan) | $9,717 |
WILMINGTON TRUST1+ years Service code 21 · EIN 51-0099033 | Bank Trustee | $7,058 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 10 · EIN 43-1947695 | Accounting | $0 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $219,269-100.0% | $177,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 11.8%-11.8pp | 48.7%-48.7pp |
| Annual return | -2.67% | -4.65%+2.0pp | -2.52%-0.2pp | -2.16%-0.5pp |
| Employer contribution / active EE | $244,363 | $171,621+42.4% | $82,375+196.6% | $42,957+468.9% |
| Participant deferral / active EE | $0 | $0 | $201-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,619-100.0% | $1,917-100.0% | $12,572-100.0% |