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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES4 years Service code 15 · EIN 27-1033755 | Recordkeeping | $16,344 |
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 | $72,066 | $99,957-27.9% | $149,730-51.9% | $73,493-1.9% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.5%+5.0pp | 70.7%+16.8pp |
| Annual return | 18.11% | 53.87%-35.8pp | 276.70%-258.6pp | 28.51%-10.4pp |
| Employer contribution / active EE | $3,059 | $3,191-4.1% | $4,645-34.2% | $2,270+34.7% |
| Participant deferral / active EE | $5,521 | $6,073-9.1% | $6,843-19.3% | $3,740+47.6% |
| Admin fee / account holder | $83 | $551-84.9% | $9,310-99.1% | $513-83.7% |