Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP8+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $217,106 |
Service code 15 · EIN 36-4430093 | Recordkeeping | $5,775 |
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 | $86,699 | $71,142+21.9% | $119,634-27.5% | $64,824+33.7% |
| Participation rate | 99.0% | 78.6%+20.4pp | 79.3%+19.7pp | 71.5%+27.5pp |
| Annual return | -15.36% | -10.01%-5.4pp | -14.98%-0.4pp | 32.84%-48.2pp |
| Employer contribution / active EE | $8,984 | $2,497+259.7% | $4,232+112.3% | $2,507+258.4% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $398 | $162+145.8% | $10,329-96.1% | $188+112.1% |