Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WINTRUST INVESTMENTS LLC1 year Filed as: WINTRUST PRIVATE TRUST COMPANY Service code 15 · EIN 36-4221549 | Recordkeeping | $36,899 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,054 | $92,186-72.8% | $105,624-76.3% | $77,762-67.8% |
| Participation rate | 77.7% | 81.0%-3.3pp | 75.3%+2.5pp | 70.6%+7.1pp |
| Annual return | 16.62% | 17.83%-1.2pp | 116.20%-99.6pp | 31.27%-14.7pp |
| Employer contribution / active EE | $530 | $3,376-84.3% | $3,168-83.3% | $2,728-80.6% |
| Participant deferral / active EE | $3,056 | $5,395-43.4% | $5,013-39.0% | $4,651-34.3% |
| Admin fee / account holder | $145 | $219-33.7% | $10,961-98.7% | $433-66.4% |