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| Provider | Service type | Compensation |
|---|---|---|
RAFALKO ADVISORS, INC.1+ years Service code 26 · EIN 26-1867080 202 CHURCH ST, SE, SUITE 308 · LEESBURG, VA 20175 | Advisory (Participants) | $11,480 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC. Service code 15 · EIN 27-1033755 4010 BOY SCOUT BLVD. SUITE 450 · TAMPA, FL 33607 | Recordkeeping | $11,052 |
JM PENSION ADVISORY, INC.1+ years Service code 15 · EIN 52-1910770 3905 NATIONAL DRIVE, SUITE 375 · BURTONSVILLE, MD 20866 | Recordkeeping | $2,500 |
MID ATLANTIC CAPITAL CORPORATION1+ years Filed as: MID-ATLANTIC Service code 15 · EIN 27-3169253 | Recordkeeping | $2,475 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,503 | $70,002-69.3% | $115,038-81.3% | $52,331-58.9% |
| Participation rate | 72.0% | 72.1%-0.1pp | 81.4%-9.4pp | 68.1%+3.9pp |
| Annual return | -0.90% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,693 | $2,715-0.8% | $4,608-41.5% | $1,882+43.1% |
| Participant deferral / active EE | $2,101 | $4,920-57.3% | $6,026-65.1% | $3,022-30.5% |
| Admin fee / account holder | $177 | $566-68.7% | $8,175-97.8% | $592-70.1% |