Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES1+ years Service code 15 · EIN 81-0557695 | Recordkeeping | $10,175 |
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 | $62,480 | $72,770-14.1% | $67,652-7.6% | $55,191+13.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 69.2%+18.3pp |
| Annual return | -0.70% | -3.26%+2.6pp | 6625.40%-6626.1pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,983 | $1,769+68.6% | $2,266+31.7% | $1,899+57.1% |
| Participant deferral / active EE | $2,488 | $3,408-27.0% | $3,560-30.1% | $3,046-18.3% |
| Admin fee / account holder | $134 | $79+69.7% | $4,821-97.2% | $91+47.3% |