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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 | Claims processing; Recordkeeping and ... | $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 | $78,607-6.7% | $105,624-30.5% | $74,478-1.5% |
| Participation rate | 72.9% | 72.8%+0.1pp | 75.3%-2.3pp | 67.2%+5.7pp |
| Annual return | 11.43% | 15.96%-4.5pp | 116.20%-104.8pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,271 | $2,523-10.0% | $3,168-28.3% | $2,626-13.5% |
| Participant deferral / active EE | $4,217 | $4,325-2.5% | $5,013-15.9% | $4,350-3.1% |
| Admin fee / account holder | $305 | $2,220-86.2% | $10,961-97.2% | $1,946-84.3% |