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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP2+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $138,091 |
THE PRIVATEBANK2+ years Filed as: THE PRIVATEBANK AND TRUST CO. Service code 19 · EIN 36-3722148 120 S. LASALLE ST. · CHICAGO, IL 60603 | Securities Custodian | $2,475 |
Filed as: CHARLES SCWAB & CO., INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $648 |
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 | $58,243 | $107,378-45.8% | $108,582-46.4% | $57,658+1.0% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.1pp | 70.2%+29.4pp |
| Annual return | 10.21% | 12.80%-2.6pp | -51.70%+61.9pp | 5.13%+5.1pp |
| Employer contribution / active EE | $7,221 | $1,782+305.3% | $3,758+92.1% | $1,974+265.8% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $215 | $108+98.1% | $7,645-97.2% | $95+127.3% |