Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $33,053 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,273 |
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 | $86,411 | $65,378+32.2% | $87,103-0.8% | $65,186+32.6% |
| Participation rate | 92.9% | 75.3%+17.5pp | 76.9%+16.0pp | 70.2%+22.7pp |
| Annual return | 21.18% | 31.28%-10.1pp | 28.19%-7.0pp | 29.39%-8.2pp |
| Employer contribution / active EE | $1,273 | $1,823-30.2% | $2,521-49.5% | $2,177-41.5% |
| Participant deferral / active EE | $5,831 | $3,389+72.1% | $4,049+44.0% | $3,514+65.9% |
| Admin fee / account holder | $228 | $520-56.1% | $7,491-97.0% | $847-73.0% |