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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $109,582 |
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,440 |
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 | $56,025 | $31,424+78.3% | $81,473-31.2% | $69,631-19.5% |
| Participation rate | 98.0% | 50.8%+47.2pp | 68.0%+30.1pp | 70.7%+27.3pp |
| Annual return | 19.66% | 22.44%-2.8pp | 38.78%-19.1pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $4,524 | $1,029+339.7% | $2,568+76.2% | $2,032+122.6% |
| Participant deferral / active EE | $4,447 | $1,838+141.9% | $3,537+25.7% | $3,224+37.9% |
| Admin fee / account holder | $132 | $103+28.2% | $4,561-97.1% | $110+19.1% |