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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP6+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $52,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,449 |
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 | $74,054 | $78,419-5.6% | $133,971-44.7% | $73,412+0.9% |
| Participation rate | 56.4% | 78.6%-22.2pp | 79.8%-23.5pp | 72.2%-15.8pp |
| Annual return | 13.53% | 33.35%-19.8pp | 45.09%-31.6pp | 59.30%-45.8pp |
| Employer contribution / active EE | $1,884 | $2,044-7.8% | $3,919-51.9% | $2,234-15.7% |
| Participant deferral / active EE | $3,920 | $3,925-0.1% | $5,047-22.3% | $3,806+3.0% |
| Admin fee / account holder | $186 | $161+15.4% | $8,929-97.9% | $158+17.9% |