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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $450 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
WINTRUST INVESTMENTS LLC2+ years Filed as: WAYNE HUMMER INVESTMENTS Service code 49 231 SOUTH LASALLE ST. · CHICAGO, IL 60604 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,986 | $80,177-83.8% | $123,894-89.5% | $57,658-77.5% |
| Participation rate | 12.3% | 74.4%-62.1pp | 81.4%-69.1pp | 70.2%-57.9pp |
| Annual return | 11.57% | 17.90%-6.3pp | 47.52%-35.9pp | 5.13%+6.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,069 | $5,130-79.2% | $5,984-82.1% | $3,061-65.1% |
| Admin fee / account holder | $7 | $106-93.1% | $8,357-99.9% | $95-92.2% |