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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 99 6329 W MEQUON RD · MEQUON, WI 53092 | Other Fees | $46,066 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,306 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,340 | $55,182-21.5% | $73,309-40.9% | $55,191-21.5% |
| Participation rate | 92.9% | 73.9%+18.9pp | 74.9%+17.9pp | 69.2%+23.7pp |
| Annual return | 0.04% | 8.55%-8.5pp | 5.67%-5.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $680 | $1,935-64.8% | $3,237-79.0% | $1,899-64.2% |
| Participant deferral / active EE | $3,776 | $4,641-18.6% | $4,991-24.3% | $3,046+24.0% |
| Admin fee / account holder | $99 | $68+45.1% | $5,635-98.2% | $91+9.5% |