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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $5,279 |
Service code 26 · EIN 20-8073773 | Advisory (Participants) | $4,792 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,032 | $73,638-71.4% | $95,964-78.1% | $73,497-71.4% |
| Participation rate | 52.0% | 76.2%-24.2pp | 77.1%-25.1pp | 70.7%-18.7pp |
| Annual return | 5.41% | 16.78%-11.4pp | 91.64%-86.2pp | 28.51%-23.1pp |
| Employer contribution / active EE | $1,245 | $1,863-33.2% | $2,541-51.0% | $2,270-45.2% |
| Participant deferral / active EE | $1,815 | $3,617-49.8% | $4,167-56.4% | $3,740-51.5% |
| Admin fee / account holder | $139 | $482-71.1% | $6,797-98.0% | $513-72.9% |