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 ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $43,200 |
EMJAY CORPORATION3+ years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,812 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,102 | $100,060+46.0% | $149,721-2.4% | $70,126+108.3% |
| Participation rate | 80.5% | 83.6%-3.1pp | 87.1%-6.6pp | 69.5%+10.9pp |
| Annual return | 11.24% | 27.46%-16.2pp | 1501.67%-1490.4pp | 73.15%-61.9pp |
| Employer contribution / active EE | $2,433 | $3,661-33.5% | $5,444-55.3% | $2,343+3.9% |
| Participant deferral / active EE | $3,947 | $4,982-20.8% | $6,568-39.9% | $3,332+18.5% |
| Admin fee / account holder | $849 | $8,285-89.8% | $11,282-92.5% | $4,645-81.7% |