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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP6+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $149,001 |
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Di... | $5,261 |
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 | $85,985 | $78,419+9.6% | $133,978-35.8% | $73,412+17.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 9.41% | 33.35%-23.9pp | 45.10%-35.7pp | 59.30%-49.9pp |
| Employer contribution / active EE | $8,700 | $2,044+325.7% | $3,919+122.0% | $2,234+289.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $243 | $161+50.6% | $8,930-97.3% | $158+53.9% |