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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP3+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $164,354 |
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 | $67,606 | $71,666-5.7% | $117,861-42.6% | $69,631-2.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 16.65% | 18.86%-2.2pp | 335.11%-318.5pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $7,983 | $1,889+322.6% | $3,786+110.8% | $2,032+292.8% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $246 | $120+104.2% | $8,021-96.9% | $110+122.5% |