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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS7 years Service code 16 · EIN 39-1828175 | Consulting | $41,331 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $7,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,855 | $65,437+35.8% | $86,698+2.5% | $66,949+32.7% |
| Participation rate | 94.6% | 75.5%+19.1pp | 76.6%+18.0pp | 69.8%+24.7pp |
| Annual return | -14.50% | -10.91%-3.6pp | 35.96%-50.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,320 | $2,154-38.7% | $2,837-53.5% | $2,545-48.1% |
| Participant deferral / active EE | $6,968 | $4,102+69.9% | $4,656+49.6% | $4,239+64.4% |
| Admin fee / account holder | $290 | $642-54.9% | $7,492-96.1% | $594-51.2% |