Filed March 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $60,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,634 |
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 | $163,315 | $99,201+64.6% | $96,544+69.2% | $74,473+119.3% |
| Participation rate | 96.7% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+26.0pp |
| Annual return | 19.14% | 22.40%-3.3pp | 25.88%-6.7pp | 34.36%-15.2pp |
| Employer contribution / active EE | $9,488 | $2,570+269.2% | $2,966+219.8% | $2,638+259.6% |
| Participant deferral / active EE | $10,633 | $4,938+115.3% | $4,851+119.2% | $4,530+134.7% |
| Admin fee / account holder | $196 | $225-12.9% | $8,254-97.6% | $347-43.5% |