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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 99 6329 W MEQUON RD · MEQUON, WI 53092 | Other Fees | $47,593 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,531 |
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 | $46,613 | $56,640-17.7% | $80,977-42.4% | $57,658-19.2% |
| Participation rate | 95.6% | 75.9%+19.8pp | 75.8%+19.8pp | 70.2%+25.4pp |
| Annual return | 10.48% | 19.97%-9.5pp | 17.11%-6.6pp | 5.13%+5.3pp |
| Employer contribution / active EE | $814 | $2,085-61.0% | $3,715-78.1% | $1,974-58.8% |
| Participant deferral / active EE | $4,280 | $4,944-13.4% | $5,696-24.9% | $3,061+39.8% |
| Admin fee / account holder | $98 | $87+12.4% | $5,517-98.2% | $95+3.5% |