Filed July 27, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,677 |
WINTRUST INVESTMENTS LLC5 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $74,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,745 | $47,766-12.6% | $82,744-49.5% | $64,819-35.6% |
| Participation rate | 64.6% | 67.7%-3.0pp | 72.6%-7.9pp | 71.5%-6.8pp |
| Annual return | -17.03% | -13.06%-4.0pp | 702.22%-719.3pp | 32.84%-49.9pp |
| Employer contribution / active EE | $961 | $2,182-56.0% | $3,008-68.1% | $2,507-61.7% |
| Participant deferral / active EE | $3,423 | $3,332+2.7% | $4,395-22.1% | $4,311-20.6% |
| Admin fee / account holder | $221 | $143+54.4% | $5,325-95.9% | $188+17.5% |