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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES6 years Filed as: ASPIRE FINANCIAL SERVICE Service code 64 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping Fees | $34,677 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,188 | $82,188+26.8% | $125,391-16.9% | $64,824+60.7% |
| Participation rate | 92.7% | 77.9%+14.8pp | 82.4%+10.3pp | 71.5%+21.2pp |
| Annual return | 708.15% | 3.50%+704.7pp | 572.41%+135.7pp | 32.84%+675.3pp |
| Employer contribution / active EE | $3,751 | $3,617+3.7% | $4,816-22.1% | $2,507+49.6% |
| Participant deferral / active EE | $8,589 | $7,177+19.7% | $7,448+15.3% | $4,311+99.2% |
| Admin fee / account holder | $136 | $163-16.8% | $10,009-98.6% | $188-27.7% |