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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP10+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $231,359 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,207 | $89,465+23.2% | $164,866-33.2% | $77,671+41.9% |
| Participation rate | 99.5% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 13.11% | 28.81%-15.7pp | 69.97%-56.9pp | 31.21%-18.1pp |
| Employer contribution / active EE | $8,635 | $2,568+236.3% | $4,343+98.8% | $2,726+216.7% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $433 | $340+27.6% | $12,689-96.6% | $430+0.7% |