Filed June 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $45,448 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,759 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,445 | $94,625+34.7% | $116,228+9.7% | $84,808+50.3% |
| Participation rate | 91.5% | 70.4%+21.0pp | 74.6%+16.9pp | 68.3%+23.2pp |
| Annual return | 14.12% | 20.40%-6.3pp | 90.06%-75.9pp | 40.90%-26.8pp |
| Employer contribution / active EE | $642 | $2,347-72.7% | $2,994-78.6% | $2,631-75.6% |
| Participant deferral / active EE | $5,758 | $3,972+45.0% | $4,953+16.3% | $4,212+36.7% |
| Admin fee / account holder | $592 | $10,091-94.1% | $11,989-95.1% | $7,344-91.9% |