Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-1694816 | Contract Administrator | $11,390 |
ASPIRE FINANCIAL SERVICES3+ years Service code 15 · EIN 81-0557695 | Recordkeeping | $6,495 |
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 | $67,454 | $69,305-2.7% | $82,312-18.1% | $69,631-3.1% |
| Participation rate | 78.7% | 80.3%-1.5pp | 76.9%+1.8pp | 70.7%+8.0pp |
| Annual return | 15.95% | 21.47%-5.5pp | 25.88%-9.9pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $2,553 | $1,887+35.3% | $2,428+5.1% | $2,032+25.6% |
| Participant deferral / active EE | $2,502 | $3,568-29.9% | $3,706-32.5% | $3,224-22.4% |
| Admin fee / account holder | $133 | $97+37.3% | $5,608-97.6% | $110+20.8% |