Filed August 29, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,278 |
WINTRUST INVESTMENTS LLC1 year Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $9,807 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,925 | $63,156+7.6% | $122,354-44.5% | $62,293+9.0% |
| Participation rate | 73.3% | 60.0%+13.3pp | 71.6%+1.6pp | 69.5%+3.8pp |
| Annual return | 12.93% | 20.61%-7.7pp | 30.28%-17.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,774 | $1,385+28.1% | $4,051-56.2% | $2,042-13.1% |
| Participant deferral / active EE | $5,314 | $2,321+129.0% | $3,287+61.7% | $3,169+67.7% |
| Admin fee / account holder | $187 | $440-57.5% | $5,479-96.6% | $479-61.0% |