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| Provider | Service type | Compensation |
|---|---|---|
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $29,254 |
INVEST FINANCIAL CORPORATION1+ years Filed as: INVEST FINANCIAL CORP. Service code 27 · EIN 59-2195688 | Advisory (Plan) | $8,669 |
THE FINWAY GROUP1+ years Service code 14 · EIN 42-1468222 | Plan Administrator | $6,076 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL Service code 15 · EIN 27-1033755 | Recordkeeping | $5,548 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD., 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $5,066 |
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 | $32,976 | $39,245-16.0% | $64,105-48.6% | $52,331-37.0% |
| Participation rate | 76.5% | 58.2%+18.3pp | 68.2%+8.3pp | 68.1%+8.4pp |
| Annual return | 0.95% | 14.79%-13.8pp | 791.24%-790.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,492 | $736+102.7% | $1,820-18.0% | $1,882-20.7% |
| Participant deferral / active EE | $2,414 | $1,992+21.2% | $2,822-14.5% | $3,022-20.1% |
| Admin fee / account holder | $270 | $592-54.4% | $4,499-94.0% | $592-54.3% |