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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE Service code 14 · EIN 27-1033755 | Plan Administrator | $16,081 |
CJM WEALTH MANAGEMENT3+ years Filed as: CJM Service code 27 · EIN 20-2817509 | Advisory (Plan) | $15,834 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST/MATRIX Service code 19 · EIN 20-1591048 | Securities Custodian | $12,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,492 | $46,173-51.3% | $170,435-86.8% | $69,631-67.7% |
| Participation rate | 30.7% | 63.9%-33.2pp | 83.6%-52.9pp | 70.7%-40.0pp |
| Annual return | 9.34% | 21.62%-12.3pp | 205.94%-196.6pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $340 | $2,080-83.7% | $4,939-93.1% | $3,224-89.5% |
| Admin fee / account holder | $199 | $116+71.8% | $13,881-98.6% | $110+80.4% |