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 | $23,255 |
WINTRUST INVESTMENTS LLC7 years Filed as: WAYNE HUMMER INV L.L.C. Service code 27 · EIN 36-1245570 | Advisory (Plan) | $19,871 |
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 | $82,288 | $48,432+69.9% | $121,210-32.1% | $71,529+15.0% |
| Participation rate | 63.5% | 54.3%+9.2pp | 69.5%-6.1pp | 67.9%-4.5pp |
| Annual return | 16.80% | 23.28%-6.5pp | 987.41%-970.6pp | 28.97%-12.2pp |
| Employer contribution / active EE | $1,488 | $1,493-0.4% | $4,171-64.3% | $2,590-42.6% |
| Participant deferral / active EE | $4,444 | $2,756+61.2% | $4,084+8.8% | $4,291+3.6% |
| Admin fee / account holder | $249 | $1,845-86.5% | $5,647-95.6% | $1,588-84.4% |