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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 SERVICES6 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 19 · EIN 27-1033755 | Securities Custodian | $6,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,276 | $73,009-29.8% | $90,760-43.5% | $68,486-25.1% |
| Participation rate | 86.5% | 70.8%+15.7pp | 75.7%+10.8pp | 67.9%+18.6pp |
| Annual return | -13.42% | -13.81%+0.4pp | -12.16%-1.3pp | -7.85%-5.6pp |
| Employer contribution / active EE | $1,600 | $2,193-27.0% | $2,922-45.2% | $2,597-38.4% |
| Participant deferral / active EE | $2,685 | $3,626-26.0% | $4,565-41.2% | $4,028-33.3% |
| Admin fee / account holder | $164 | $5,896-97.2% | $8,444-98.1% | $5,404-97.0% |