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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $13,788 |
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 | $51,217 | $61,660-16.9% | $80,022-36.0% | $64,173-20.2% |
| Participation rate | 86.7% | 71.7%+15.0pp | 75.8%+10.8pp | 69.6%+17.1pp |
| Annual return | -6.55% | -0.33%-6.2pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,184 | $1,810-34.6% | $2,468-52.0% | $2,381-50.3% |
| Participant deferral / active EE | $1,877 | $2,968-36.8% | $3,686-49.1% | $3,470-45.9% |
| Admin fee / account holder | $160 | $5,417-97.0% | $6,521-97.5% | $4,887-96.7% |