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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,212 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVETMENTS LLC Service code 27 231 S LASALLE ST, 13TH FLOOR · CHICAGO, IL 60604 | Advisory (Plan) | $14,101 |
Service code 13 · EIN 20-1694816 | Contract Administrator | $9,800 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $171 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,923 | $98,766+7.2% | $149,730-29.3% | $79,852+32.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 12.26% | 27.43%-15.2pp | 276.70%-264.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,710 | $5,681+70.9% | $6,843+41.9% | $3,740+159.6% |
| Admin fee / account holder | $377 | $6,052-93.8% | $9,310-95.9% | $5,306-92.9% |