Filed September 13, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FIANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $20,057 |
WOODBURY FINANCIAL SERVICES3+ years Service code 26 · EIN 14-1364513 500 BIELENBERG DR · WOODBURY, MN 55125 | Advisory (Participants) | $18,171 |
Service code 26 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Advisory (Participants) | $15,916 |
PENSION WORKS, INC.1 year Service code 10 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Accounting | $8,399 |
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 | $49,002 | $46,173+6.1% | $170,435-71.2% | $69,631-29.6% |
| Participation rate | 78.3% | 63.9%+14.4pp | 83.6%-5.3pp | 70.7%+7.6pp |
| Annual return | 18.74% | 21.62%-2.9pp | 205.94%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,170 | $1,610+34.8% | $5,432-60.1% | $2,032+6.8% |
| Participant deferral / active EE | $2,213 | $2,080+6.4% | $4,939-55.2% | $3,224-31.3% |
| Admin fee / account holder | $268 | $116+131.5% | $13,881-98.1% | $110+143.1% |