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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3 years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $30,855 |
REILLY, PENNER & BENTON LLP3 years Filed as: REILLY PENNER & BENTON LLP Service code 10 1233 N MAYFAIR RD · MILWAUKEE, WI 53226 | Accounting | $15,100 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,748 |
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 | $94,355 | $101,795-7.3% | $165,100-42.8% | $80,959+16.5% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 11.81% | 16.73%-4.9pp | 70.21%-58.4pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,590 | $2,954-12.3% | $4,348-40.4% | $2,757-6.1% |
| Participant deferral / active EE | $7,442 | $4,476+66.3% | $6,035+23.3% | $4,300+73.1% |
| Admin fee / account holder | $642 | $8,221-92.2% | $12,696-94.9% | $6,925-90.7% |