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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $21,139 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO, LTD. Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $16,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,429 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,054 | $37,044+13.5% | $71,796-41.4% | $57,658-27.1% |
| Participation rate | 15.0% | 61.1%-46.1pp | 69.1%-54.1pp | 70.2%-55.2pp |
| Annual return | 5.46% | 12.64%-7.2pp | 78.04%-72.6pp | 5.13%+0.3pp |
| Employer contribution / active EE | $155 | $720-78.5% | $1,924-92.0% | $1,974-92.2% |
| Participant deferral / active EE | $483 | $1,974-75.6% | $2,794-82.7% | $3,061-84.2% |
| Admin fee / account holder | $379 | $101+275.7% | $4,815-92.1% | $95+301.2% |