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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 | $89,435+23.2% | $164,975-33.2% | $77,714+41.8% |
| Participation rate | 99.5% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+28.9pp |
| Annual return | 13.11% | 28.82%-15.7pp | 70.12%-57.0pp | 31.26%-18.1pp |
| Employer contribution / active EE | $8,635 | $2,563+236.9% | $4,343+98.8% | $2,727+216.7% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $433 | $340+27.5% | $12,688-96.6% | $4330% |