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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $288,958 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 51 · EIN 36-1245570 | Investment Mgmt Fees | $41,646 |
WIPFLI LLP1 year Service code 10 · EIN 39-0758449 | Accounting | $12,345 |
BLACKROCK2 years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
IVY FUNDS2 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years 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 | $45,816 | $37,884+20.9% | $79,467-42.3% | $75,289-39.1% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.5pp | 72.4%+21.4pp |
| Annual return | -1.80% | 1.06%-2.9pp | 718.30%-720.1pp | -0.04%-1.8pp |
| Employer contribution / active EE | $1,147 | $1,680-31.7% | $2,800-59.0% | $2,405-52.3% |
| Participant deferral / active EE | $3,740 | $2,569+45.6% | $3,704+1.0% | $3,7390% |
| Admin fee / account holder | $111 | $77+45.2% | $5,104-97.8% | $102+8.7% |