Filed November 9, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS9 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $37,531 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,564 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,588 | $138,393-4.2% | $184,256-28.0% | $80,959+63.8% |
| Participation rate | 84.1% | 83.9%+0.2pp | 86.8%-2.7pp | 67.7%+16.4pp |
| Annual return | 12.47% | 20.01%-7.5pp | 28.85%-16.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,146 | $4,847-35.1% | $6,427-51.1% | $2,757+14.1% |
| Participant deferral / active EE | $4,970 | $7,076-29.8% | $9,133-45.6% | $4,300+15.6% |
| Admin fee / account holder | $540 | $10,489-94.9% | $13,899-96.1% | $6,925-92.2% |