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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $44,158 |
NADLER FINANCIAL GROUP, INC.3+ years Service code 26 155 N. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Participants) | $15,287 |
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.)
Annual investment return 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 | $22,941 | $45,050-49.1% | $63,018-63.6% | $70,126-67.3% |
| Participation rate | 73.2% | 69.5%+3.7pp | 74.8%-1.6pp | 69.5%+3.7pp |
| Annual return | 9.80% | 18.76%-9.0pp | 87.62%-77.8pp | 73.15%-63.4pp |
| Employer contribution / active EE | $126 | $2,052-93.9% | $2,761-95.5% | $2,343-94.6% |
| Participant deferral / active EE | $869 | $2,466-64.8% | $3,330-73.9% | $3,332-73.9% |
| Admin fee / account holder | $507 | $2,834-82.1% | $3,601-85.9% | $4,645-89.1% |