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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $26,138 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE ADVISORS Service code 16 · EIN 11-3570505 | Consulting | $17,154 |
LOEB1 year Filed as: LOEB & TROPER Service code 10 · EIN 13-1517563 | Accounting | $8,700 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,854 | $36,916-21.8% | $156,551-81.6% | $57,658-50.0% |
| Participation rate | 44.8% | 63.4%-18.6pp | 84.0%-39.2pp | 70.2%-25.4pp |
| Annual return | 8.09% | 12.38%-4.3pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $455 | $1,571-71.0% | $5,501-91.7% | $1,974-76.9% |
| Participant deferral / active EE | $1,327 | $1,926-31.1% | $4,871-72.8% | $3,061-56.6% |
| Admin fee / account holder | $275 | $82+233.5% | $13,028-97.9% | $95+191.0% |