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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP9+ years Service code 27 · EIN 33-3983748 440 N. WELLS ST., STE. 530 · CHICAGO, IL 60654 | Advisory (Plan) | $206,418 |
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 | $99,044 | $91,406+8.4% | $130,062-23.8% | $74,473+33.0% |
| Participation rate | 98.7% | 77.8%+20.9pp | 78.5%+20.2pp | 70.7%+28.0pp |
| Annual return | 17.42% | 23.21%-5.8pp | -137.37%+154.8pp | 34.36%-16.9pp |
| Employer contribution / active EE | $9,704 | $2,565+278.4% | $4,322+124.5% | $2,638+267.8% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $368 | $283+29.8% | $10,601-96.5% | $347+6.0% |