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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $264,315 |
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $38,511 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Filed as: CARILLON FUNDS Service code 52 · EIN 43-1270132 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS1 year Service code 52 · EIN 48-1112076 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 52-1200960 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,579 | $41,256-4.1% | $86,582-54.3% | $77,958-49.2% |
| Participation rate | 93.5% | 63.0%+30.5pp | 73.5%+19.9pp | 71.6%+21.8pp |
| Annual return | 16.41% | 17.67%-1.3pp | 965.08%-948.7pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,036 | $1,613-35.8% | $2,839-63.5% | $2,310-55.2% |
| Participant deferral / active EE | $3,248 | $2,332+39.2% | $3,609-10.0% | $3,537-8.2% |
| Admin fee / account holder | $84 | $71+18.1% | $4,904-98.3% | $97-14.2% |