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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $41,733 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,021 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,676 | $53,344-12.5% | $121,210-61.5% | $74,473-37.3% |
| Participation rate | 88.8% | 60.0%+28.8pp | 69.5%+19.2pp | 70.7%+18.0pp |
| Annual return | 25.97% | 35.15%-9.2pp | 987.41%-961.4pp | 34.36%-8.4pp |
| Employer contribution / active EE | $4,788 | $1,898+152.3% | $4,171+14.8% | $2,638+81.5% |
| Participant deferral / active EE | $8,428 | $3,220+161.8% | $4,084+106.4% | $4,530+86.0% |
| Admin fee / account holder | $222 | $382-41.8% | $5,647-96.1% | $347-35.9% |