Filed March 10, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-1694816 | Contract Administrator | $14,945 |
ASPIRE FINANCIAL SERVICES4+ years Service code 15 · EIN 81-0557695 | Recordkeeping | $9,170 |
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 | $67,517 | $65,118+3.7% | $76,767-12.0% | $55,725+21.2% |
| Participation rate | 77.6% | 79.6%-2.0pp | 77.0%+0.6pp | 70.9%+6.7pp |
| Annual return | -3.94% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,664 | $1,941+37.2% | $2,485+7.2% | $2,078+28.2% |
| Participant deferral / active EE | $2,373 | $3,688-35.7% | $3,852-38.4% | $3,356-29.3% |
| Admin fee / account holder | $165 | $116+42.7% | $6,675-97.5% | $115+43.6% |