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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 | $19,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,140 | $60,323-78.2% | $81,812-83.9% | $74,495-82.4% |
| Participation rate | 60.1% | 62.9%-2.8pp | 72.3%-12.3pp | 67.2%-7.1pp |
| Annual return | 13.88% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $302 | $2,620-88.5% | $2,912-89.6% | $2,623-88.5% |
| Participant deferral / active EE | $1,249 | $3,387-63.1% | $4,319-71.1% | $4,346-71.3% |
| Admin fee / account holder | $113 | $1,486-92.4% | $7,386-98.5% | $1,942-94.2% |