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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS5 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $10,991 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,885 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,536 | $76,112+32.1% | $96,544+4.1% | $71,529+40.6% |
| Participation rate | 99.2% | 74.4%+24.8pp | 76.0%+23.2pp | 67.9%+31.3pp |
| Annual return | 21.69% | 22.80%-1.1pp | 25.88%-4.2pp | 28.97%-7.3pp |
| Employer contribution / active EE | $2,713 | $2,248+20.7% | $2,966-8.5% | $2,590+4.8% |
| Participant deferral / active EE | $9,004 | $4,217+113.5% | $4,851+85.6% | $4,291+109.8% |
| Admin fee / account holder | $74 | $2,708-97.3% | $8,254-99.1% | $1,588-95.3% |