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 | $58,840 |
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $36,092 |
Filed as: GREAT WEST LIFE ANNUITY INS Service code 13 · EIN 84-0467907 | Contract Administrator | $400 |
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 | $42,088 | $46,100-8.7% | $86,582-51.4% | $69,631-39.6% |
| Participation rate | 53.9% | 67.2%-13.3pp | 73.5%-19.7pp | 70.7%-16.8pp |
| Annual return | 22.96% | 21.02%+1.9pp | 965.08%-942.1pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $777 | $1,850-58.0% | $2,839-72.7% | $2,032-61.8% |
| Participant deferral / active EE | $2,365 | $2,432-2.7% | $3,609-34.5% | $3,224-26.6% |
| Admin fee / account holder | $226 | $94+140.8% | $4,904-95.4% | $110+104.5% |