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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC7+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $26,793 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,293 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,273 | $59,267+136.7% | $96,575+45.2% | $79,393+76.7% |
| Participation rate | 53.4% | 61.9%-8.5pp | 69.8%-16.4pp | 70.7%-17.3pp |
| Annual return | 11.59% | 27.08%-15.5pp | 37.79%-26.2pp | 116.87%-105.3pp |
| Employer contribution / active EE | $1,069 | $1,216-12.1% | $2,357-54.6% | $2,428-56.0% |
| Participant deferral / active EE | $4,204 | $2,947+42.7% | $3,849+9.2% | $4,046+3.9% |
| Admin fee / account holder | $654 | $659-0.8% | $6,182-89.4% | $627+4.3% |