Filed March 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $9,368 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,041 |
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 | $60,447 | $73,404-17.7% | $87,103-30.6% | $67,582-10.6% |
| Participation rate | 91.7% | 80.9%+10.9pp | 76.9%+14.8pp | 71.3%+20.4pp |
| Annual return | 25.41% | 48.29%-22.9pp | 28.19%-2.8pp | 378.57%-353.2pp |
| Employer contribution / active EE | $3,200 | $2,014+58.9% | $2,521+26.9% | $2,148+49.0% |
| Participant deferral / active EE | $2,523 | $3,913-35.5% | $4,049-37.7% | $3,539-28.7% |
| Admin fee / account holder | $41 | $142-70.9% | $7,491-99.4% | $142-71.0% |