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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2 years Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $25,006 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,769 | $61,052-23.4% | $142,898-67.3% | $79,389-41.1% |
| Participation rate | 89.1% | 60.1%+29.0pp | 72.0%+17.2pp | 70.7%+18.4pp |
| Annual return | 26.99% | 16.02%+11.0pp | 5639.64%-5612.6pp | 116.89%-89.9pp |
| Employer contribution / active EE | $4,065 | $1,481+174.6% | $4,146-1.9% | $2,428+67.4% |
| Participant deferral / active EE | $8,371 | $2,879+190.7% | $3,838+118.1% | $4,046+106.9% |
| Admin fee / account holder | $228 | $659-65.4% | $6,560-96.5% | $626-63.5% |