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| Provider | Service type | Compensation |
|---|---|---|
TAG ASSOCIATES, LLC4+ years Service code 27 · EIN 52-2328316 | Advisory (Plan) | $76,439 |
DANZIGER & MARKHOFF LLP4+ years Filed as: DANZIGER & MARKHOFF, LLC Service code 14 · EIN 13-3010201 | Plan Administrator | $55,030 |
LAWRENCE J. EISENBERG, P.C.4+ years Service code 29 · EIN 46-1626846 | Legal | $43,262 |
MATRIX TRUST COMPANY4+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $21,486 |
SELECT EQUITY GROUP, L.P.4+ years Service code 27 · EIN 46-3465710 | Advisory (Plan) | $16,723 |
MAYER HOFFMAN MCCANN P.C.2 years Filed as: MAYER HOFFMAN MCCANN, CPAS Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
HAMLIN CAPITAL MANAGEMENT, LLC4+ years Service code 27 · EIN 52-2344187 | Advisory (Plan) | $6,184 |
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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 | $311,837-100.0% | $311,837-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -2.95% | 10232.79%-10235.7pp | 4677.09%-4680.0pp | -82.66%+79.7pp |
| Employer contribution / active EE | $0 | $89,302-100.0% | $49,501-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $316-100.0% | $312-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,204-100.0% | - | $11,204-100.0% |