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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Direct payment from the plan; Claims ... | $8,231 |
Filed as: SPECTRUM INVESTMENT ADVISORS, INC. Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $5,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,707 | $23,385-62.8% | $69,182-87.4% | $57,658-84.9% |
| Participation rate | 15.6% | 37.9%-22.3pp | 55.1%-39.5pp | 70.2%-54.6pp |
| Annual return | 10.28% | -659.34%+669.6pp | -21.93%+32.2pp | 5.13%+5.1pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $402 | $843-52.3% | $1,897-78.8% | $3,061-86.9% |
| Admin fee / account holder | $77 | $82-6.6% | $2,697-97.2% | $95-18.8% |