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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 4010 BOYSCOUT BLVD · TAMPA, FL 33607 | Contract Administrator | $9,939 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $8,302 | $46,732-82.2% | $156,551-94.7% | $55,167-85.0% |
| Participation rate | 48.0% | 65.8%-17.8pp | 84.0%-36.0pp | 69.0%-21.0pp |
| Annual return | 8.94% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $325 | $2,105-84.6% | $5,501-94.1% | $1,963-83.4% |
| Participant deferral / active EE | $544 | $2,204-75.3% | $4,871-88.8% | $3,054-82.2% |
| Admin fee / account holder | $125 | $418-70.2% | $13,028-99.0% | $504-75.3% |