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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 | $36,981+76.6% | $69,701-6.3% | $77,671-15.9% |
| Participation rate | 90.7% | 64.2%+26.5pp | 66.4%+24.2pp | 70.6%+20.1pp |
| Annual return | 10.23% | 29.30%-19.1pp | 100.32%-90.1pp | 31.21%-21.0pp |
| Employer contribution / active EE | $2,904 | $1,267+129.2% | $1,713+69.5% | $2,726+6.5% |
| Participant deferral / active EE | $5,209 | $2,750+89.4% | $2,887+80.4% | $4,648+12.1% |
| Admin fee / account holder | $211 | $511-58.7% | $4,717-95.5% | $430-51.0% |