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| 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 | $92,076-72.8% | $105,608-76.3% | $77,714-67.8% |
| Participation rate | 77.7% | 81.0%-3.3pp | 75.3%+2.5pp | 70.6%+7.2pp |
| Annual return | 16.62% | 17.84%-1.2pp | 116.50%-99.9pp | 31.26%-14.6pp |
| Employer contribution / active EE | $530 | $3,370-84.3% | $3,167-83.3% | $2,727-80.6% |
| Participant deferral / active EE | $3,056 | $5,390-43.3% | $5,010-39.0% | $4,649-34.3% |
| Admin fee / account holder | $145 | $219-33.6% | $11,028-98.7% | $433-66.5% |