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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 SERVICES5 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $5,812 |
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 | $61,840 | $87,733-29.5% | $106,551-42.0% | $85,856-28.0% |
| Participation rate | 84.8% | 71.9%+12.9pp | 76.1%+8.7pp | 69.3%+15.5pp |
| Annual return | 12.45% | 21.86%-9.4pp | 26.80%-14.3pp | 318.58%-306.1pp |
| Employer contribution / active EE | $1,391 | $2,073-32.9% | $2,819-50.7% | $2,565-45.8% |
| Participant deferral / active EE | $2,220 | $3,469-36.0% | $4,398-49.5% | $3,952-43.8% |
| Admin fee / account holder | $202 | $6,767-97.0% | $7,408-97.3% | $6,261-96.8% |