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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 28 · EIN 62-0951563 | Investment Management | $0 |
NADLER FINANCIAL GROUP, INC.2+ years Service code 16 155 N. PFINGSTEN ROAD, SUITE 160 · DEERFIELD, IL 600154903 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,286 | $48,078-74.4% | $78,676-84.4% | $62,881-80.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.01% | 31.36%-31.4pp | 62.19%-62.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,811 | $2,015-10.1% | $2,850-36.5% | $2,281-20.6% |
| Participant deferral / active EE | $2,578 | $2,587-0.4% | $3,517-26.7% | $3,203-19.5% |
| Admin fee / account holder | $8 | $3,206-99.7% | $4,510-99.8% | $4,296-99.8% |