Filed December 1, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL Service code 12 · EIN 27-1033755 | Claims processing; Recordkeeping and ... | $36,592 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $28,402 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 27 · EIN 45-0479693 | Advisory (Plan) | $25,109 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $9,900 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR, RIGGS, INGRAM, LLC Service code 10 · EIN 72-1396621 | Accounting | $7,800 |
HILL WARD HENDERSON1+ years Filed as: HILL, WARD & HENDERSON, P.A. Service code 29 · EIN 59-2678550 | Legal | $6,010 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $33,014 | $39,859-17.2% | $78,676-58.0% | $57,658-42.7% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 8.57% | 18.96%-10.4pp | 62.19%-53.6pp | 5.13%+3.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $2,248-100.0% | $3,517-100.0% | $3,061-100.0% |
| Admin fee / account holder | $206 | $76+170.1% | $4,510-95.4% | $95+117.7% |