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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 101 N 7TH STREET #14 · LOUISVILLE, KY 40202 | Advisory (Plan) | $8,000 |
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $5,444 |
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 | $56,891 | $76,371-25.5% | $93,621-39.2% | $72,975-22.0% |
| Participation rate | 90.1% | 71.8%+18.4pp | 75.8%+14.3pp | 69.5%+20.6pp |
| Annual return | 18.83% | 25.82%-7.0pp | 32.76%-13.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $1,270 | $2,276-44.2% | $2,719-53.3% | $2,440-48.0% |
| Participant deferral / active EE | $1,922 | $3,538-45.7% | $4,070-52.8% | $3,608-46.7% |
| Admin fee / account holder | $156 | $6,839-97.7% | $7,890-98.0% | $5,124-96.9% |