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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE ISAAKS Service code 20 · EIN 47-4023321 | Trustee (individual); Other fees | $20,000 |
EEPB4 years Service code 10 · EIN 76-0222094 | Accounting | $16,000 |
Filed as: PRINCIPAL Service code 14 · EIN 42-1520348 | Plan Administrator | $12,464 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,021 | $114,381-94.7% | $107,525-94.4% | $142,382-95.8% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 6.34% | 242.71%-236.4pp | 181.32%-175.0pp | 217.08%-210.7pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $422 | $9,860-95.7% | $8,919-95.3% | $12,624-96.7% |