Filed June 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $86,566 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,137 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,485 | $65,118-10.2% | $76,768-23.8% | $55,725+5.0% |
| Participation rate | 91.3% | 79.6%+11.7pp | 77.0%+14.3pp | 70.9%+20.4pp |
| Annual return | -4.22% | -1.27%-3.0pp | 2.43%-6.6pp | 244.93%-249.1pp |
| Employer contribution / active EE | $640 | $1,941-67.0% | $2,485-74.3% | $2,078-69.2% |
| Participant deferral / active EE | $3,214 | $3,688-12.9% | $3,852-16.6% | $3,356-4.2% |
| Admin fee / account holder | $120 | $116+3.2% | $6,675-98.2% | $115+3.8% |