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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,779 |
SPECTRUM INVESTMENT ADVISORS7 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $93,322 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $10,250 |
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 | $66,058 | $37,418+76.5% | $77,100-14.3% | $77,906-15.2% |
| Participation rate | 93.2% | 46.9%+46.3pp | 67.9%+25.3pp | 73.7%+19.5pp |
| Annual return | -10.93% | -7.13%-3.8pp | 42.35%-53.3pp | 12.16%-23.1pp |
| Employer contribution / active EE | $5,030 | $1,200+319.2% | $2,815+78.7% | $2,846+76.7% |
| Participant deferral / active EE | $5,704 | $2,572+121.8% | $4,430+28.8% | $4,805+18.7% |
| Admin fee / account holder | $144 | $126+14.1% | $5,443-97.4% | $133+8.4% |