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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS1+ years Service code 27 6329 WEST MEQUON ROAD · MEQUON, WI 53092 | Advisory (Plan) | $26,818 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, NA Service code 15 · EIN 36-2085229 | Recordkeeping | $4,552 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $2,226 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,851 | $72,770-13.6% | $67,652-7.1% | $55,191+13.9% |
| Participation rate | 64.5% | 78.8%-14.3pp | 75.7%-11.2pp | 69.2%-4.7pp |
| Annual return | -0.22% | -3.26%+3.0pp | 6625.40%-6625.6pp | 10.78%-11.0pp |
| Employer contribution / active EE | $746 | $1,769-57.9% | $2,266-67.1% | $1,899-60.7% |
| Participant deferral / active EE | $2,523 | $3,408-26.0% | $3,560-29.1% | $3,046-17.2% |
| Admin fee / account holder | $157 | $79+99.2% | $4,821-96.7% | $91+72.9% |