Filed March 18, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $29,003 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,651 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $182,265 | $65,378+178.8% | $87,103+109.3% | $65,186+179.6% |
| Participation rate | 98.8% | 75.3%+23.4pp | 76.9%+21.9pp | 70.2%+28.6pp |
| Annual return | 24.65% | 31.28%-6.6pp | 28.19%-3.5pp | 29.39%-4.7pp |
| Employer contribution / active EE | $7,047 | $1,823+286.6% | $2,521+179.5% | $2,177+223.7% |
| Participant deferral / active EE | $8,631 | $3,389+154.7% | $4,049+113.2% | $3,514+145.6% |
| Admin fee / account holder | $101 | $520-80.6% | $7,491-98.7% | $847-88.1% |