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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE ADVISORS Service code 16 · EIN 11-3570505 | Consulting | $32,124 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $29,867 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $29,489 | $47,977-38.5% | $154,114-80.9% | $56,287-47.6% |
| Participation rate | 51.8% | 66.2%-14.4pp | 83.0%-31.2pp | 69.9%-18.0pp |
| Annual return | -2.10% | 3.54%-5.6pp | 735.16%-737.3pp | -9.96%+7.9pp |
| Employer contribution / active EE | $640 | $2,169-70.5% | $5,298-87.9% | $2,111-69.7% |
| Participant deferral / active EE | $1,953 | $2,392-18.3% | $5,081-61.6% | $3,350-41.7% |
| Admin fee / account holder | $286 | $438-34.8% | $13,411-97.9% | $521-45.2% |