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| 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 | $65,376+32.2% | $87,104-0.8% | $65,185+32.6% |
| Participation rate | 92.9% | 75.3%+17.5pp | 76.9%+16.0pp | 70.2%+22.7pp |
| Annual return | 21.18% | 31.27%-10.1pp | 28.19%-7.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,273 | $1,822-30.1% | $2,521-49.5% | $2,177-41.5% |
| Participant deferral / active EE | $5,831 | $3,388+72.1% | $4,049+44.0% | $3,514+65.9% |
| Admin fee / account holder | $228 | $520-56.0% | $7,490-96.9% | $847-73.0% |