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| Provider | Service type | Compensation |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE5 years Filed as: IRON FINANCIAL, LLC Service code 26 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Advisory (Participants) | $41,941 |
ASPIRE FINANCIAL SERVICES5 years Service code 15 4010 BOYSCOTT · TAMPA, FL 33607 | Recordkeeping | $5,709 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $4,215 |
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 | $79,605 | $99,957-20.4% | $149,730-46.8% | $73,493+8.3% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 50.08% | 53.87%-3.8pp | 276.70%-226.6pp | 28.51%+21.6pp |
| Employer contribution / active EE | $3,841 | $3,191+20.4% | $4,645-17.3% | $2,270+69.2% |
| Participant deferral / active EE | $7,867 | $6,073+29.6% | $6,843+15.0% | $3,740+110.4% |
| Admin fee / account holder | $227 | $551-58.7% | $9,310-97.6% | $513-55.7% |