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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Filed as: SPECTRUM INVESTMENT ADIVISORS Service code 28 · EIN 39-1828175 | Investment Management | $73,809 |
EMJAY CORPORATION1+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,200 |
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 | $44,152 | $27,330+61.5% | $67,704-34.8% | $55,191-20.0% |
| Participation rate | 96.5% | 47.5%+48.9pp | 67.5%+28.9pp | 69.2%+27.3pp |
| Annual return | 5.29% | 8.81%-3.5pp | 25.41%-20.1pp | 10.78%-5.5pp |
| Employer contribution / active EE | $2,518 | $855+194.5% | $2,559-1.6% | $1,899+32.6% |
| Participant deferral / active EE | $4,108 | $1,709+140.4% | $3,585+14.6% | $3,046+34.9% |
| Admin fee / account holder | $121 | $109+10.9% | $4,255-97.2% | $91+33.5% |