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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST · CHICAGO, IL 60604 | Advisory (Plan) | $27,097 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,461 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,807 | $58,093-41.8% | $80,022-57.8% | $56,287-39.9% |
| Participation rate | 95.8% | 73.6%+22.2pp | 75.8%+20.0pp | 69.9%+26.0pp |
| Annual return | -4.09% | 34.63%-38.7pp | 11.22%-15.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $878 | $1,933-54.6% | $2,468-64.4% | $2,111-58.4% |
| Participant deferral / active EE | $3,452 | $3,136+10.1% | $3,686-6.3% | $3,350+3.1% |
| Admin fee / account holder | $304 | $623-51.2% | $6,521-95.3% | $521-41.7% |