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 | $84,721 |
WINTRUST INVESTMENTS LLC6 years Service code 27 · EIN 36-1245570 | Advisory (Plan) | $76,953 |
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 | $52,112 | $52,188-0.1% | $86,617-39.8% | $74,440-30.0% |
| Participation rate | 67.0% | 66.3%+0.6pp | 71.7%-4.7pp | 70.7%-3.8pp |
| Annual return | 19.20% | 44.46%-25.3pp | 591.91%-572.7pp | 34.37%-15.2pp |
| Employer contribution / active EE | $1,058 | $2,282-53.6% | $3,023-65.0% | $2,638-59.9% |
| Participant deferral / active EE | $3,750 | $3,383+10.9% | $4,437-15.5% | $4,529-17.2% |
| Admin fee / account holder | $236 | $319-25.9% | $5,613-95.8% | $348-32.1% |