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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS5 years Service code 16 · EIN 39-1828175 | Consulting | $35,787 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,673 |
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 | $102,743 | $73,638+39.5% | $95,964+7.1% | $73,497+39.8% |
| Participation rate | 93.0% | 76.2%+16.8pp | 77.1%+15.9pp | 70.7%+22.3pp |
| Annual return | 13.12% | 16.78%-3.7pp | 91.64%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $727 | $1,863-61.0% | $2,541-71.4% | $2,270-68.0% |
| Participant deferral / active EE | $6,113 | $3,617+69.0% | $4,167+46.7% | $3,740+63.4% |
| Admin fee / account holder | $294 | $482-38.9% | $6,797-95.7% | $513-42.6% |