Filed June 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS4 years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $99,142 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,652 |
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 | $64,377 | $73,404-12.3% | $87,102-26.1% | $67,579-4.7% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.9%+17.3pp | 71.3%+22.9pp |
| Annual return | 18.46% | 48.29%-29.8pp | 28.19%-9.7pp | 378.56%-360.1pp |
| Employer contribution / active EE | $731 | $2,014-63.7% | $2,521-71.0% | $2,148-66.0% |
| Participant deferral / active EE | $3,553 | $3,913-9.2% | $4,048-12.2% | $3,539+0.4% |
| Admin fee / account holder | $131 | $142-7.5% | $7,491-98.3% | $142-8.0% |