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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2 years Service code 15 · EIN 27-1033755 | Recordkeeping | $9,194 |
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 | $50,122 | $73,102-31.4% | $123,552-59.4% | $56,287-11.0% |
| Participation rate | 90.2% | 74.3%+15.9pp | 82.3%+7.9pp | 69.9%+20.3pp |
| Annual return | -6.86% | 3.01%-9.9pp | 119.20%-126.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $5,700 | $2,977+91.5% | $4,628+23.2% | $2,111+170.0% |
| Participant deferral / active EE | $6,217 | $5,423+14.7% | $6,426-3.2% | $3,350+85.6% |
| Admin fee / account holder | $72 | $554-86.9% | $9,285-99.2% | $521-86.1% |