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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) | $12,419 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,437 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,196 | $65,437+31.7% | $86,698-0.6% | $66,949+28.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.53% | -10.91%-4.6pp | 35.96%-51.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $2,619 | $2,154+21.6% | $2,837-7.7% | $2,545+2.9% |
| Participant deferral / active EE | $8,383 | $4,102+104.4% | $4,656+80.0% | $4,239+97.8% |
| Admin fee / account holder | $84 | $642-86.9% | $7,492-98.9% | $594-85.9% |