Filed March 16, 2015
Total covered: 23 employees
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $61,766 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,300 | $81,474+17.0% | $133,959-28.9% | $73,493+29.7% |
| Participation rate | 91.2% | 76.4%+14.8pp | 79.8%+11.3pp | 70.7%+20.5pp |
| Annual return | 10.26% | 19.40%-9.1pp | 45.09%-34.8pp | 28.51%-18.3pp |
| Employer contribution / active EE | $4,211 | $2,209+90.6% | $3,919+7.5% | $2,270+85.5% |
| Participant deferral / active EE | $5,572 | $3,786+47.1% | $5,047+10.4% | $3,740+49.0% |
| Admin fee / account holder | $328 | $713-54.0% | $8,928-96.3% | $513-36.0% |