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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES5 years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 15 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $0 |
MERIT BENEFITS GROUP, INC.5 years Service code 15 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Recordkeeping | $0 |
PRIVATE VISTA, LLC5 years Filed as: PRIVATE VISTA LLC Service code 27 1 N LASALLE, 33RD FLOOR · CHICAGO, IL 60602 | Advisory (Plan) | $0 |
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 | $28,764 | $73,638-60.9% | $95,960-70.0% | $73,493-60.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.02% | 16.78%-3.8pp | 91.63%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,277 | $1,863-31.5% | $2,541-49.8% | $2,270-43.8% |
| Participant deferral / active EE | $1,490 | $3,617-58.8% | $4,167-64.3% | $3,740-60.2% |
| Admin fee / account holder | $192 | $482-60.2% | $6,797-97.2% | $513-62.6% |