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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP, INC.2 years Filed as: NADLER FINANCIAL GROUP Service code 27 · EIN 36-4156113 | Advisory (Plan) | $20,742 |
Filed as: FIDELITY INVESTMENTS INS. OPER. CO Service code 37 · EIN 04-2647786 | Loan Processing | $19,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,270 | $47,722-24.0% | $82,719-56.2% | $64,808-44.0% |
| Participation rate | 46.6% | 67.6%-21.0pp | 72.6%-25.9pp | 71.5%-24.9pp |
| Annual return | -9.39% | -13.05%+3.7pp | 701.18%-710.6pp | 32.82%-42.2pp |
| Employer contribution / active EE | $997 | $2,179-54.3% | $3,009-66.9% | $2,506-60.2% |
| Participant deferral / active EE | $1,470 | $3,329-55.8% | $4,395-66.6% | $4,310-65.9% |
| Admin fee / account holder | $265 | $143+85.5% | $5,329-95.0% | $188+41.2% |