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 | $22,137 |
WINTRUST INVESTMENTS LLC6 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $20,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,196 | $163,960-48.0% | $117,529-27.5% | - |
| Participation rate | 34.3% | 66.2%-31.9pp | 70.6%-36.3pp | - |
| Annual return | -16.20% | -11.87%-4.3pp | 29.77%-46.0pp | - |
| Employer contribution / active EE | $1,815 | $2,306-21.3% | $4,179-56.6% | - |
| Participant deferral / active EE | $5,274 | $3,979+32.5% | $4,072+29.5% | - |
| Admin fee / account holder | $287 | $34,394-99.2% | $5,645-94.9% | - |