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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC. Service code 27 · EIN 39-1828175 | Advisory (Plan) | $66,544 |
SCHENCK SC1+ years Service code 10 · EIN 39-1173131 | Accounting | $9,150 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,257 |
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 | $56,199 | $32,085+75.2% | $40,145,923-99.9% | $57,658-2.5% |
| Participation rate | 97.6% | 66.0%+31.6pp | 68.4%+29.2pp | 70.2%+27.3pp |
| Annual return | 7.52% | 9.60%-2.1pp | 5.24%+2.3pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,198 | $1,179+86.4% | $1,844+19.2% | $1,974+11.4% |
| Participant deferral / active EE | $3,102 | $1,957+58.5% | $2,591+19.7% | $3,061+1.3% |
| Admin fee / account holder | $71 | $75-5.9% | $2,903-97.6% | $95-25.2% |