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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP7+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $284,543 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Custodi... | $17,713 |
Service code 15 · EIN 36-4430093 | Recordkeeping | $8,100 |
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 | $104,410 | $86,225+21.1% | $146,643-28.8% | $86,821+20.3% |
| Participation rate | 99.3% | 78.0%+21.3pp | 80.1%+19.2pp | 72.3%+27.0pp |
| Annual return | 17.35% | 31.23%-13.9pp | 22.75%-5.4pp | 97.94%-80.6pp |
| Employer contribution / active EE | $8,010 | $2,392+234.9% | $4,137+93.6% | $2,406+232.9% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $526 | $195+169.3% | $10,280-94.9% | $170+210.1% |