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| Provider | Service type | Compensation |
|---|---|---|
TAG ASSOCIATES, LLC3+ years Service code 27 · EIN 52-2328316 | Advisory (Plan) | $96,707 |
LAWRENCE J. EISENBERG, P.C.3+ years Service code 29 · EIN 46-1626846 | Legal | $57,043 |
DANZIGER & MARKHOFF LLP3+ years Filed as: DANZIGER & MARKHOFF, LLC Service code 14 · EIN 13-3010201 | Plan Administrator | $54,333 |
MATRIX TRUST COMPANY3+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $28,900 |
Filed as: MAYER HOFFMAN MCCANN, CPAS Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
SELECT EQUITY GROUP, L.P.3+ years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $9,111 |
HAMLIN CAPITAL MANAGEMENT, LLC3+ years Service code 27 · EIN 52-2344187 | Advisory (Plan) | $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 | $1,637,423-100.0% | $1,637,423-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 45.9%-45.9pp |
| Annual return | 4.33% | 9.24%-4.9pp | 15.63%-11.3pp | 10.21%-5.9pp |
| Employer contribution / active EE | $663,974 | $101,185+556.2% | $56,677+1071.5% | $42,272+1470.7% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |