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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $7,804 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,418 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $225 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,109 | $65,378+27.1% | $87,103-4.6% | $65,186+27.5% |
| Participation rate | 98.4% | 75.3%+23.1pp | 76.9%+21.5pp | 70.2%+28.2pp |
| Annual return | 23.02% | 31.28%-8.3pp | 28.19%-5.2pp | 29.39%-6.4pp |
| Employer contribution / active EE | $2,158 | $1,823+18.4% | $2,521-14.4% | $2,177-0.9% |
| Participant deferral / active EE | $6,208 | $3,389+83.2% | $4,049+53.4% | $3,514+76.7% |
| Admin fee / account holder | $56 | $520-89.2% | $7,491-99.3% | $847-93.4% |