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 | $88,982+99.9% | $102,438+73.7% | $77,671+129.0% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 15.24% | 25.01%-9.8pp | 29.37%-14.1pp | 31.21%-16.0pp |
| Employer contribution / active EE | $9,014 | $2,698+234.1% | $3,024+198.1% | $2,726+230.6% |
| Participant deferral / active EE | $11,254 | $5,144+118.8% | $5,054+122.7% | $4,648+142.1% |
| Admin fee / account holder | $142 | $236-39.7% | $9,448-98.5% | $430-67.0% |