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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Filed as: SPECTRUM INVESTMENT ADVI Service code 27 · EIN 39-1828175 | Advisory (Plan) | $94,959 |
CONVERGINT TECHNOLOGIES1+ years Service code 10 · EIN 36-4444620 | Accounting | $15,344 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,648 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,026 | $86,791-65.4% | $115,038-73.9% | $59,188-49.3% |
| Participation rate | 98.5% | 72.8%+25.7pp | 81.4%+17.1pp | 69.4%+29.1pp |
| Annual return | 3.17% | 4.44%-1.3pp | 26.14%-23.0pp | 5.51%-2.3pp |
| Employer contribution / active EE | $1,308 | $2,950-55.7% | $4,608-71.6% | $2,098-37.7% |
| Participant deferral / active EE | $4,502 | $5,298-15.0% | $6,026-25.3% | $3,265+37.9% |
| Admin fee / account holder | $84 | $95-11.9% | $8,175-99.0% | $92-9.3% |