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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $8,937 |
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 | $27,140 | $50,637-46.4% | $86,582-68.7% | $62,293-56.4% |
| Participation rate | 99.3% | 67.9%+31.4pp | 73.5%+25.7pp | 69.5%+29.8pp |
| Annual return | 15.28% | 20.80%-5.5pp | 965.08%-949.8pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,305 | $2,075-37.1% | $2,839-54.0% | $2,042-36.1% |
| Participant deferral / active EE | $1,436 | $2,611-45.0% | $3,609-60.2% | $3,169-54.7% |
| Admin fee / account holder | $104 | $413-74.8% | $4,904-97.9% | $479-78.3% |