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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $43,961 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $20,416 |
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.
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 | $93,099 | $78,485+18.6% | $106,213-12.3% | $74,495+25.0% |
| Participation rate | 97.6% | 72.8%+24.8pp | 75.3%+22.3pp | 67.2%+30.4pp |
| Annual return | 10.87% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,483 | $2,523-1.6% | $3,171-21.7% | $2,623-5.3% |
| Participant deferral / active EE | $6,995 | $4,322+61.8% | $5,016+39.5% | $4,346+61.0% |
| Admin fee / account holder | $450 | $2,232-79.8% | $11,033-95.9% | $1,942-76.8% |