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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $128,083 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE ADVISORS, LLC Service code 16 · EIN 14-1764768 | Consulting | $124,257 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $29,013 | $56,095-48.3% | $178,498-83.7% | $90,274-67.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 15.63% | 28.81%-13.2pp | 151.09%-135.5pp | 53.97%-38.3pp |
| Employer contribution / active EE | $3,924 | $1,572+149.5% | $5,011-21.7% | $2,523+55.5% |
| Participant deferral / active EE | $3,281 | $2,669+22.9% | $5,202-36.9% | $4,231-22.5% |
| Admin fee / account holder | $95 | $101-6.0% | $13,985-99.3% | $114-17.0% |