Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2+ years Service code 15 · EIN 81-0557695 | Recordkeeping | $8,975 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,086 | $63,905+0.3% | $74,184-13.6% | $57,658+11.1% |
| Participation rate | 84.7% | 79.8%+4.9pp | 76.6%+8.0pp | 70.2%+14.4pp |
| Annual return | 7.40% | 60.60%-53.2pp | 17.74%-10.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,673 | $1,840+45.2% | $2,370+12.8% | $1,974+35.4% |
| Participant deferral / active EE | $2,525 | $3,448-26.8% | $3,550-28.9% | $3,061-17.5% |
| Admin fee / account holder | $115 | $91+26.8% | $5,586-97.9% | $95+22.1% |