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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASPIRE ADVISORS, LLC Service code 16 · EIN 14-1764768 | Consulting | $277,970 |
Service code 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $272,117 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $21,540 | $45,382-52.5% | $154,111-86.0% | $75,289-71.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -5.16% | -0.47%-4.7pp | 735.18%-740.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $1,173 | $1,533-23.5% | $5,298-77.9% | $2,405-51.2% |
| Participant deferral / active EE | $1,325 | $2,384-44.4% | $5,081-73.9% | $3,739-64.6% |
| Admin fee / account holder | $230 | $89+157.7% | $13,411-98.3% | $102+125.0% |