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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP, INC.7 years Filed as: NADLER FINANCIAL GROUP, LLC Service code 27 · EIN 36-4156113 | Advisory (Plan) | $38,190 |
Service code 15 · EIN 36-4389114 1751 LAKE COOK ROAD · DEERFIELD, IL 60015 | Recordkeeping | $7,320 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $3,199 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,715 | $101,672-45.2% | $147,117-62.1% | $74,478-25.2% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.2%+4.8pp | 67.2%+19.7pp |
| Annual return | 13.48% | 8757.83%-8744.3pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,882 | $3,813-24.4% | $4,932-41.6% | $2,626+9.7% |
| Participant deferral / active EE | $3,518 | $7,305-51.8% | $8,065-56.4% | $4,350-19.1% |
| Admin fee / account holder | $174 | $1,753-90.1% | $12,993-98.7% | $1,946-91.0% |