Filed March 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $49,767 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,199 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,132 |
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 | $192,502 | $79,519+142.1% | $95,964+100.6% | $73,412+162.2% |
| Participation rate | 98.5% | 81.2%+17.3pp | 77.1%+21.4pp | 72.2%+26.3pp |
| Annual return | 16.81% | 19.20%-2.4pp | 91.64%-74.8pp | 59.30%-42.5pp |
| Employer contribution / active EE | $7,380 | $2,048+260.4% | $2,541+190.4% | $2,234+230.4% |
| Participant deferral / active EE | $9,285 | $4,138+124.4% | $4,167+122.8% | $3,806+144.0% |
| Admin fee / account holder | $229 | $184+24.1% | $6,797-96.6% | $158+44.9% |