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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS2 years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $26,049 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $819 |
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 | $77,162 | $64,909+18.9% | $82,312-6.3% | $62,293+23.9% |
| Participation rate | 73.3% | 74.9%-1.6pp | 76.9%-3.6pp | 69.5%+3.7pp |
| Annual return | 16.57% | 21.18%-4.6pp | 25.88%-9.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $938 | $1,676-44.1% | $2,428-61.4% | $2,042-54.1% |
| Participant deferral / active EE | $4,094 | $3,103+31.9% | $3,706+10.5% | $3,169+29.2% |
| Admin fee / account holder | $187 | $440-57.6% | $5,608-96.7% | $479-61.1% |