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| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE MANNING, CPA Service code 10 · EIN 45-2067234 | Accounting | $10,760 |
Filed as: MASS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $527 |
Filed as: ING FINANCIAL PARTNERS INC Service code 33 · EIN 41-0945505 | Securities brokerage | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
Service code 13 · EIN 75-2776689 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,985 | $47,944-60.4% | $67,834-72.0% | $62,891-69.8% |
| Participation rate | 35.6% | 61.1%-25.4pp | 68.8%-33.2pp | 69.3%-33.7pp |
| Annual return | 4.40% | 11.77%-7.4pp | 138.47%-134.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $111 | $1,562-92.9% | $2,403-95.4% | $2,281-95.1% |
| Participant deferral / active EE | $1,405 | $2,247-37.5% | $3,160-55.5% | $3,203-56.1% |
| Admin fee / account holder | $282 | $3,712-92.4% | $4,622-93.9% | $4,296-93.4% |