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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 36-4389114 | Actuarial | $26,899 |
NADLER FINANCIAL GROUP, INC.3+ years Service code 27 155 N. PFINGSTEN ROAD · DEERFIELD, IL 60015 | Advisory (Plan) | $17,955 |
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,040-100.0% | $127,144-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 57.6%-57.6pp | 62.9%-62.9pp | 11.3%-11.3pp |
| Annual return | 11.10% | 10.61%+0.5pp | 9.35%+1.7pp | 10.41%+0.7pp |
| Employer contribution / active EE | $0 | $8,724-100.0% | $25,504-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $1,066-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,133-100.0% | $2,049-100.0% | $2,646-100.0% |