Filed June 25, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $53,583 |
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $9,338 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,255 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,700 | $71,523+47.8% | $98,461+7.4% | $71,511+47.8% |
| Participation rate | 80.2% | 72.7%+7.5pp | 75.2%+5.0pp | 67.9%+12.3pp |
| Annual return | 18.28% | 32.43%-14.1pp | 21.17%-2.9pp | 28.86%-10.6pp |
| Employer contribution / active EE | $1,141 | $2,399-52.5% | $3,049-62.6% | $2,589-55.9% |
| Participant deferral / active EE | $5,020 | $4,109+22.2% | $4,738+5.9% | $4,291+17.0% |
| Admin fee / account holder | $640 | $1,676-61.8% | $8,961-92.9% | $1,588-59.7% |