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 | $69,978 |
WINTRUST INVESTMENTS LLC1 year Service code 27 · EIN 36-1245570 | Advisory (Plan) | $45,101 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,886 | $43,999-36.6% | $79,466-64.9% | $55,725-50.0% |
| Participation rate | 82.2% | 66.9%+15.3pp | 73.3%+8.9pp | 70.9%+11.4pp |
| Annual return | -5.56% | 1.81%-7.4pp | 718.28%-723.8pp | 244.93%-250.5pp |
| Employer contribution / active EE | $827 | $1,830-54.8% | $2,800-70.5% | $2,078-60.2% |
| Participant deferral / active EE | $2,662 | $2,538+4.9% | $3,704-28.1% | $3,356-20.7% |
| Admin fee / account holder | $184 | $118+56.9% | $5,104-96.4% | $115+60.1% |