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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $18,958 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,940 |
MAP RETIREMENT, INC.1 year Filed as: MAP RETIREMENT OF ILLIANA INC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $2,623 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,901 |
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 | $70,340 | $73,019-3.7% | $90,766-22.5% | $68,490+2.7% |
| Participation rate | 86.7% | 70.8%+15.8pp | 75.7%+11.0pp | 67.9%+18.8pp |
| Annual return | -13.80% | -13.81%0pp | -12.16%-1.6pp | -7.85%-5.9pp |
| Employer contribution / active EE | $1,429 | $2,193-34.8% | $2,922-51.1% | $2,597-45.0% |
| Participant deferral / active EE | $5,296 | $3,626+46.0% | $4,565+16.0% | $4,028+31.5% |
| Admin fee / account holder | $396 | $5,897-93.3% | $8,446-95.3% | $5,403-92.7% |