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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $129,308 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,403 | $41,647+100.3% | $96,192-13.3% | $86,821-3.9% |
| Participation rate | 97.7% | 50.3%+47.4pp | 68.4%+29.3pp | 72.3%+25.4pp |
| Annual return | 16.67% | 27.24%-10.6pp | 192.09%-175.4pp | 97.94%-81.3pp |
| Employer contribution / active EE | $5,233 | $1,328+294.0% | $2,799+86.9% | $2,406+117.5% |
| Participant deferral / active EE | $5,818 | $2,412+141.2% | $4,351+33.7% | $4,132+40.8% |
| Admin fee / account holder | $117 | $169-30.9% | $5,539-97.9% | $170-30.9% |