Filed July 27, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,025 |
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $5,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,998 | $39,859-12.2% | $78,676-55.5% | $57,658-39.3% |
| Participation rate | 50.0% | 66.1%-16.1pp | 73.6%-23.6pp | 70.2%-20.2pp |
| Annual return | 9.36% | 18.96%-9.6pp | 62.19%-52.8pp | 5.13%+4.2pp |
| Employer contribution / active EE | $638 | $1,786-64.3% | $2,850-77.6% | $1,974-67.7% |
| Participant deferral / active EE | $1,905 | $2,248-15.3% | $3,517-45.8% | $3,061-37.8% |
| Admin fee / account holder | $104 | $76+36.7% | $4,510-97.7% | $95+10.2% |