Filed August 29, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,220 |
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INVESTMENTS LLC Service code 27 · EIN 36-1245570 | Advisory (Plan) | $7,897 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,536 | $41,377+29.4% | $109,313-51.0% | $62,881-14.9% |
| Participation rate | 84.9% | 57.5%+27.3pp | 71.3%+13.6pp | 69.3%+15.6pp |
| Annual return | 16.80% | 11.05%+5.8pp | 22.07%-5.3pp | 20.14%-3.3pp |
| Employer contribution / active EE | $1,722 | $1,276+34.9% | $3,892-55.8% | $2,281-24.5% |
| Participant deferral / active EE | $5,858 | $2,045+186.5% | $3,166+85.0% | $3,203+82.9% |
| Admin fee / account holder | $136 | $2,884-95.3% | $5,666-97.6% | $4,296-96.8% |