Filed December 7, 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 |
|---|---|---|
THE JOSEPH GROUP LLC6+ years Filed as: THE JOSEPH GROUP, LLC Service code 27 · EIN 31-1455395 300 MARCONI BOULEVARD, SUITE 106 · COLUMBUS, OH 43215 | Advisory (Plan) | $34,016 |
ASPIRE FINANCIAL SERVICES6+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $6,877 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,530 | $54,573+42.1% | $90,970-14.8% | $73,497+5.5% |
| Participation rate | 77.0% | 61.2%+15.8pp | 69.0%+8.0pp | 70.7%+6.3pp |
| Annual return | 15.72% | 16.69%-1.0pp | 134.60%-118.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $775 | $991-21.9% | $2,122-63.5% | $2,270-65.9% |
| Participant deferral / active EE | $3,982 | $2,517+58.2% | $3,373+18.1% | $3,740+6.5% |
| Admin fee / account holder | $436 | $521-16.4% | $5,961-92.7% | $513-15.1% |