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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Participants) | $62,738 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $61,120 |
Filed as: SVA Service code 10 1221 JOHN Q HAMMONS DRIVE · MADISON, WI 53717 | Accounting | $12,550 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,925 | $89,808-7.7% | $100,383-17.4% | $77,671+6.8% |
| Participation rate | 98.4% | 81.2%+17.2pp | 81.5%+16.9pp | 70.6%+27.8pp |
| Annual return | 14.80% | 20.62%-5.8pp | 49.26%-34.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $2,232 | $3,039-26.6% | $3,944-43.4% | $2,726-18.1% |
| Participant deferral / active EE | $7,733 | $8,284-6.6% | $8,086-4.4% | $4,648+66.4% |
| Admin fee / account holder | $258 | $174+47.9% | $7,900-96.7% | $430-40.1% |