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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS9+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC. Service code 27 · EIN 39-1828175 | Advisory (Plan) | $122,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $91,581 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,312 | $36,806+77.5% | $69,623-6.2% | $77,736-16.0% |
| Participation rate | 90.7% | 64.4%+26.3pp | 66.4%+24.2pp | 70.6%+20.1pp |
| Annual return | 10.23% | 38.81%-28.6pp | 101.23%-91.0pp | 31.26%-21.0pp |
| Employer contribution / active EE | $2,904 | $1,257+131.1% | $1,709+70.0% | $2,728+6.5% |
| Participant deferral / active EE | $5,209 | $2,738+90.2% | $2,890+80.3% | $4,651+12.0% |
| Admin fee / account holder | $211 | $507-58.4% | $4,696-95.5% | $433-51.3% |