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) | $21,076 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,617 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,008 | $89,123-36.0% | $102,460-44.4% | $77,762-26.7% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 14.04% | 25.05%-11.0pp | 29.47%-15.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $3,917 | $2,700+45.1% | $3,025+29.5% | $2,728+43.6% |
| Participant deferral / active EE | $4,344 | $5,148-15.6% | $5,056-14.1% | $4,651-6.6% |
| Admin fee / account holder | $60 | $236-74.6% | $9,460-99.4% | $433-86.2% |