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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP, INC.2 years Filed as: NADLER FINANCIAL GROUP, LLC Service code 27 · EIN 36-4156113 | Advisory (Plan) | $15,348 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $5,385 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,474 |
CHARLES SCHWAB & CO., INC.4 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,774 | $89,652-62.3% | $141,191-76.1% | $65,185-48.2% |
| Participation rate | 78.6% | 74.7%+3.9pp | 82.5%-3.9pp | 70.2%+8.4pp |
| Annual return | 20.92% | 32.79%-11.9pp | 71.41%-50.5pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,440 | $3,065-20.4% | $4,736-48.5% | $2,177+12.1% |
| Participant deferral / active EE | $2,161 | $5,691-62.0% | $6,710-67.8% | $3,514-38.5% |
| Admin fee / account holder | $120 | $569-78.9% | $10,264-98.8% | $847-85.9% |