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 | $77,883 |
WINTRUST INVESTMENTS LLC2 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $48,413 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,476 | $54,237-29.1% | $90,281-57.4% | $67,579-43.1% |
| Participation rate | 72.6% | 68.6%+4.0pp | 73.3%-0.7pp | 71.3%+1.3pp |
| Annual return | 23.22% | 37.27%-14.1pp | 78.10%-54.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $835 | $1,846-54.8% | $2,854-70.8% | $2,148-61.1% |
| Participant deferral / active EE | $2,614 | $2,625-0.4% | $3,885-32.7% | $3,539-26.1% |
| Admin fee / account holder | $216 | $123+75.0% | $5,351-96.0% | $142+51.7% |