Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $90,064-7.9% | $100,415-17.4% | $77,762+6.6% |
| Participation rate | 98.4% | 81.3%+17.1pp | 81.5%+16.9pp | 70.6%+27.8pp |
| Annual return | 14.80% | 20.61%-5.8pp | 49.47%-34.7pp | 31.27%-16.5pp |
| Employer contribution / active EE | $2,232 | $3,043-26.7% | $3,943-43.4% | $2,728-18.2% |
| Participant deferral / active EE | $7,733 | $8,282-6.6% | $8,091-4.4% | $4,651+66.3% |
| Admin fee / account holder | $258 | $172+49.9% | $7,906-96.7% | $433-40.4% |