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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $68,798 |
EMJAY CORPORATION2+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,460 |
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 | $47,452 | $30,599+55.1% | $74,577-36.4% | $57,658-17.7% |
| Participation rate | 96.2% | 49.1%+47.1pp | 68.1%+28.1pp | 70.2%+26.0pp |
| Annual return | 13.05% | 14.24%-1.2pp | 20.47%-7.4pp | 5.13%+7.9pp |
| Employer contribution / active EE | $3,928 | $1,000+292.9% | $2,525+55.6% | $1,974+99.0% |
| Participant deferral / active EE | $4,135 | $1,805+129.1% | $3,458+19.6% | $3,061+35.1% |
| Admin fee / account holder | $124 | $98+26.5% | $4,138-97.0% | $95+31.2% |