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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE HUMMER INVESTMENTS, LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $36,929 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $8,783 |
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 | $33,888 | $34,495-1.8% | $78,676-56.9% | $63,975-47.0% |
| Participation rate | 94.6% | 60.8%+33.8pp | 73.6%+21.1pp | 71.1%+23.5pp |
| Annual return | 7.46% | 11.62%-4.2pp | 62.19%-54.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,021 | $1,398-27.0% | $2,850-64.2% | $2,182-53.2% |
| Participant deferral / active EE | $3,106 | $2,100+47.9% | $3,517-11.7% | $3,356-7.5% |
| Admin fee / account holder | $1 | $68-99.2% | $4,510-100.0% | $70-99.2% |