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| Provider | Service type | Compensation |
|---|---|---|
NADLER FINANCIAL GROUP, INC.5 years Filed as: NADLER FINANCIAL GROUP, LLC Service code 27 · EIN 36-4156113 | Advisory (Plan) | $27,241 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $5,846 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,358 |
CHARLES SCHWAB & CO., INC.7 years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,656 | $84,482-56.6% | $125,363-70.8% | $66,930-45.2% |
| Participation rate | 89.1% | 76.4%+12.7pp | 82.4%+6.7pp | 69.8%+19.3pp |
| Annual return | -17.15% | -8.49%-8.7pp | 572.15%-589.3pp | 1.57%-18.7pp |
| Employer contribution / active EE | $3,104 | $3,553-12.6% | $4,815-35.5% | $2,545+22.0% |
| Participant deferral / active EE | $3,302 | $6,782-51.3% | $7,447-55.7% | $4,238-22.1% |
| Admin fee / account holder | $138 | $685-79.9% | $10,005-98.6% | $593-76.8% |