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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $11,152 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,288 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,107 |
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 | $99,628 | $73,638+35.3% | $95,964+3.8% | $73,497+35.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.22% | 16.78%-0.6pp | 91.64%-75.4pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,419 | $1,863+29.8% | $2,541-4.8% | $2,270+6.6% |
| Participant deferral / active EE | $7,328 | $3,617+102.6% | $4,167+75.9% | $3,740+96.0% |
| Admin fee / account holder | $104 | $482-78.5% | $6,797-98.5% | $513-79.8% |