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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS3 years Service code 26 6329 W. MEQUON ROAD · MEQUON, WI 53092 | Advisory (Participants) | $50,168 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $11,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,372 | $78,483-6.5% | $106,201-30.9% | $74,546-1.6% |
| Participation rate | 72.9% | 72.8%+0.1pp | 75.3%-2.3pp | 67.2%+5.7pp |
| Annual return | 11.43% | 15.94%-4.5pp | 116.26%-104.8pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $2,271 | $2,522-9.9% | $3,170-28.4% | $2,624-13.5% |
| Participant deferral / active EE | $4,217 | $4,320-2.4% | $5,012-15.9% | $4,347-3.0% |
| Admin fee / account holder | $305 | $2,236-86.3% | $11,039-97.2% | $1,944-84.3% |