Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES4 years Service code 15 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $6,075 |
LAGOS WEALTH ADVISORS4 years Service code 27 21700 COPLEY DRIVE · DIAMOND BAR, CA 91726 | Advisory (Plan) | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,964 | $89,367-88.9% | $141,191-92.9% | $72,975-86.3% |
| Participation rate | 55.2% | 75.1%-20.0pp | 82.5%-27.3pp | 69.5%-14.3pp |
| Annual return | 35.61% | 111.87%-76.3pp | 71.41%-35.8pp | 81.01%-45.4pp |
| Employer contribution / active EE | $1,033 | $3,115-66.8% | $4,736-78.2% | $2,440-57.6% |
| Participant deferral / active EE | $1,584 | $5,419-70.8% | $6,710-76.4% | $3,608-56.1% |
| Admin fee / account holder | $159 | $5,957-97.3% | $10,264-98.4% | $5,124-96.9% |