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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS6 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $8,128 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,948 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,490 | $79,223+7.9% | $102,460-16.6% | $74,478+14.8% |
| Participation rate | 87.6% | 74.8%+12.9pp | 76.5%+11.1pp | 67.2%+20.4pp |
| Annual return | 13.45% | 54.98%-41.5pp | 29.47%-16.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,897 | $2,363-19.7% | $3,025-37.3% | $2,626-27.8% |
| Participant deferral / active EE | $6,389 | $4,417+44.6% | $5,056+26.4% | $4,350+46.9% |
| Admin fee / account holder | $51 | $2,003-97.5% | $9,460-99.5% | $1,946-97.4% |