Filed May 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST WEALTH MANAGEMENT Service code 27 231 S. LASALLE · CHICAGO, IL 60604 | Advisory (Plan) | $37,217 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,776 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,286 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,817 | $101,317+34.1% | $146,958-7.6% | $74,495+82.3% |
| Participation rate | 90.8% | 75.5%+15.3pp | 82.2%+8.7pp | 67.2%+23.6pp |
| Annual return | 13.96% | 8730.91%-8716.9pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,445 | $3,810-62.1% | $4,933-70.7% | $2,623-44.9% |
| Participant deferral / active EE | $10,731 | $7,303+46.9% | $8,070+33.0% | $4,346+146.9% |
| Admin fee / account holder | $347 | $1,739-80.1% | $12,998-97.3% | $1,942-82.1% |