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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK ORZEL Service code 27 4405 W LAWRENCE AVENUE · CHICAGO, IL 60630 | Advisory (Plan) | $74,586 |
Filed as: NATIONAL BENEFIT SERVICES, INC Service code 99 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Other Fees | $11,800 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,273 | $55,446-29.2% | $155,574-74.8% | $74,429-47.2% |
| Participation rate | 72.1% | 61.9%+10.2pp | 78.2%-6.2pp | 67.2%+4.8pp |
| Annual return | 5.37% | 269.20%-263.8pp | 64.87%-59.5pp | 1368.38%-1363.0pp |
| Employer contribution / active EE | $509 | $2,266-77.5% | $4,676-89.1% | $2,625-80.6% |
| Participant deferral / active EE | $2,505 | $2,836-11.7% | $5,629-55.5% | $4,348-42.4% |
| Admin fee / account holder | $451 | $1,743-74.1% | $15,914-97.2% | $1,944-76.8% |