Filed March 18, 2025
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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 53092 | Advisory (Plan) | $41,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,118 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,885 | $89,123+99.6% | $102,460+73.6% | $77,762+128.8% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 15.24% | 25.05%-9.8pp | 29.47%-14.2pp | 31.27%-16.0pp |
| Employer contribution / active EE | $9,014 | $2,700+233.9% | $3,025+198.0% | $2,728+230.4% |
| Participant deferral / active EE | $11,254 | $5,148+118.6% | $5,056+122.6% | $4,651+142.0% |
| Admin fee / account holder | $142 | $236-39.8% | $9,460-98.5% | $433-67.2% |