Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LASALLE ST 13TH FL · CHICAGO, IL 60604 | Advisory (Plan) | $14,437 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,325 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $9,502 |
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 | $39,579 | $53,901-26.6% | $134,162-70.5% | $73,497-46.1% |
| Participation rate | 87.2% | 62.8%+24.4pp | 72.2%+15.0pp | 70.7%+16.5pp |
| Annual return | 24.51% | 15.82%+8.7pp | 36.35%-11.8pp | 28.51%-4.0pp |
| Employer contribution / active EE | $4,366 | $1,458+199.4% | $3,705+17.8% | $2,270+92.3% |
| Participant deferral / active EE | $8,931 | $2,739+226.1% | $3,500+155.2% | $3,740+138.8% |
| Admin fee / account holder | $198 | $581-65.9% | $6,685-97.0% | $513-61.4% |