Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 14-1764768 | Advisory (Participants) | $30,012 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX Service code 10 | Accounting | $12,005 |
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE FIANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $10,513 |
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 | $41,950 | $37,196+12.8% | $154,108-72.8% | $55,725-24.7% |
| Participation rate | 80.1% | 64.1%+16.0pp | 83.0%-2.9pp | 70.9%+9.3pp |
| Annual return | 7.53% | 1319.68%-1312.1pp | 735.21%-727.7pp | 244.93%-237.4pp |
| Employer contribution / active EE | $1,823 | $1,614+12.9% | $5,298-65.6% | $2,078-12.3% |
| Participant deferral / active EE | $1,831 | $2,068-11.5% | $5,081-64.0% | $3,356-45.4% |
| Admin fee / account holder | $179 | $102+76.6% | $13,411-98.7% | $115+55.8% |