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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP5+ years Service code 27 440 N WELLS STE 530 · CHICAGO, IL 60654 | Advisory (Plan) | $57,207 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,780 | $69,159+3.8% | $125,192-42.7% | $67,579+6.2% |
| Participation rate | 57.9% | 78.2%-20.3pp | 79.8%-21.9pp | 71.3%-13.4pp |
| Annual return | 20.36% | 27.12%-6.8pp | 43.79%-23.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,608 | $2,023-20.5% | $3,866-58.4% | $2,148-25.1% |
| Participant deferral / active EE | $3,363 | $3,700-9.1% | $4,937-31.9% | $3,539-5.0% |
| Admin fee / account holder | $217 | $142+52.8% | $9,704-97.8% | $142+52.3% |