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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2+ years Service code 19 · EIN 27-1033755 | Securities Custodian | $7,754 |
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 | $44,276 | $58,828-24.7% | $78,002-43.2% | $62,881-29.6% |
| Participation rate | 83.9% | 71.1%+12.8pp | 75.5%+8.3pp | 69.3%+14.6pp |
| Annual return | 8.69% | 17.16%-8.5pp | 425.99%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,189 | $1,672-28.9% | $2,470-51.9% | $2,281-47.9% |
| Participant deferral / active EE | $1,844 | $2,686-31.3% | $3,497-47.3% | $3,203-42.4% |
| Admin fee / account holder | $85 | $4,393-98.1% | $5,481-98.4% | $4,296-98.0% |