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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP, INC.7 years Filed as: NADLER FINANCIAL GROUP INC Service code 27 · EIN 36-4156113 | Advisory (Plan) | $25,596 |
WEISS & COMPANY LLP5 years Service code 10 · EIN 36-2663249 | Accounting | $8,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,002 | $65,437+94.1% | $86,698+46.5% | $66,949+89.7% |
| Participation rate | 54.1% | 75.5%-21.3pp | 76.6%-22.5pp | 69.8%-15.7pp |
| Annual return | -11.96% | -10.91%-1.0pp | 35.96%-47.9pp | 1.57%-13.5pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,316 | $4,102-43.5% | $4,656-50.3% | $4,239-45.4% |
| Admin fee / account holder | $377 | $642-41.2% | $7,492-95.0% | $594-36.5% |