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) | $18,772 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,304 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,317 |
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 | $51,924 | $79,519-34.7% | $95,964-45.9% | $73,412-29.3% |
| Participation rate | 83.6% | 81.2%+2.5pp | 77.1%+6.6pp | 72.2%+11.5pp |
| Annual return | 13.41% | 19.20%-5.8pp | 91.64%-78.2pp | 59.30%-45.9pp |
| Employer contribution / active EE | $2,574 | $2,048+25.7% | $2,541+1.3% | $2,234+15.2% |
| Participant deferral / active EE | $2,393 | $4,138-42.2% | $4,167-42.6% | $3,806-37.1% |
| Admin fee / account holder | $74 | $184-60.0% | $6,797-98.9% | $158-53.3% |