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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP1+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $132,720 |
THE PRIVATEBANK1+ years Filed as: THE PRIVATEBANK AND TRUST CO. Service code 19 · EIN 36-3722148 120 S. LASALLE ST. · CHICAGO, IL 60603 | Securities Custodian | $63,469 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,761 | $72,770-26.1% | $67,652-20.5% | $55,191-2.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | -2.16% | -3.26%+1.1pp | 6625.40%-6627.6pp | 10.78%-12.9pp |
| Employer contribution / active EE | $7,212 | $1,769+307.6% | $2,266+218.3% | $1,899+279.8% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $312 | $79+295.4% | $4,821-93.5% | $91+243.2% |