Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 20-8073773 | Advisory (Participants) | $12,051 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $5,622 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $1,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,773 | $65,376-23.9% | $87,104-42.9% | $65,185-23.6% |
| Participation rate | 57.0% | 75.3%-18.3pp | 76.9%-19.9pp | 70.2%-13.2pp |
| Annual return | 20.32% | 31.27%-10.9pp | 28.19%-7.9pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,385 | $1,822-24.0% | $2,521-45.1% | $2,177-36.4% |
| Participant deferral / active EE | $2,017 | $3,388-40.5% | $4,048-50.2% | $3,514-42.6% |
| Admin fee / account holder | $285 | $520-45.2% | $7,491-96.2% | $847-66.4% |