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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE Service code 14 · EIN 27-1033755 | Plan Administrator | $20,391 |
CJM WEALTH MANAGEMENT1+ years Filed as: CJM Service code 27 · EIN 20-2817509 | Advisory (Plan) | $17,751 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST / MATRIX Service code 19 · EIN 20-1591048 | Securities Custodian | $12,222 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,310 | $37,117-48.0% | $147,617-86.9% | $55,191-65.0% |
| Participation rate | 76.0% | 63.6%+12.4pp | 84.6%-8.6pp | 69.2%+6.8pp |
| Annual return | -1.50% | 3.44%-4.9pp | 61.98%-63.5pp | 10.78%-12.3pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $542 | $1,985-72.7% | $4,895-88.9% | $3,046-82.2% |
| Admin fee / account holder | $137 | $86+60.3% | $11,612-98.8% | $91+51.1% |