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 ADVISORS3+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 26 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Participants) | $71,605 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $40,898 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
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 | $63,505 | $65,592-3.2% | $90,161-29.6% | $69,631-8.8% |
| Participation rate | 96.1% | 77.6%+18.4pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 17.58% | 57.10%-39.5pp | 34.89%-17.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $821 | $2,193-62.6% | $3,318-75.2% | $2,032-59.6% |
| Participant deferral / active EE | $4,665 | $5,257-11.2% | $5,287-11.8% | $3,224+44.7% |
| Admin fee / account holder | $236 | $86+175.8% | $5,943-96.0% | $110+114.0% |