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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% | $165,100-33.2% | $77,762+41.7% |
| Participation rate | 99.5% | 78.6%+20.8pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 13.11% | 28.86%-15.8pp | 70.21%-57.1pp | 31.27%-18.2pp |
| Employer contribution / active EE | $8,635 | $2,565+236.7% | $4,348+98.6% | $2,728+216.5% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $433 | $340+27.5% | $12,696-96.6% | $433+0.1% |