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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 | $101,499-45.1% | $147,005-62.1% | $74,546-25.3% |
| Participation rate | 86.9% | 75.5%+11.4pp | 82.2%+4.8pp | 67.2%+19.7pp |
| Annual return | 13.48% | 8732.34%-8718.9pp | 418.76%-405.3pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $2,882 | $3,811-24.4% | $4,934-41.6% | $2,624+9.8% |
| Participant deferral / active EE | $3,518 | $7,304-51.8% | $8,070-56.4% | $4,347-19.1% |
| Admin fee / account holder | $174 | $1,748-90.0% | $13,006-98.7% | $1,944-91.0% |