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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,305 |
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT ADVISORS, INC Service code 27 6329 W MEQUON RD · MEQUON, WI 530921835 | Advisory (Plan) | $7,611 |
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 | $28,342 | $52,279-45.8% | $89,435-68.3% | $79,856-64.5% |
| Participation rate | 79.7% | 57.5%+22.2pp | 68.0%+11.7pp | 69.6%+10.1pp |
| Annual return | 12.83% | 22.16%-9.3pp | 245.55%-232.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $319 | $1,572-79.7% | $2,587-87.7% | $2,471-87.1% |
| Participant deferral / active EE | $2,201 | $2,740-19.7% | $3,890-43.4% | $3,741-41.2% |
| Admin fee / account holder | $246 | $3,356-92.7% | $4,884-95.0% | $5,306-95.4% |