Filed April 8, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE 401K SOURCE INC1 year Filed as: THE 401(K) SOURCE Service code 26 1649 SHORELINE DR #102 · BOISE, ID 83702 | Advisory (Participants) | $7,500 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 13 · EIN 27-1033755 | Contract Administrator | $5,061 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,128 | $62,672-45.5% | $185,117-81.6% | $70,126-51.3% |
| Participation rate | 52.7% | 63.8%-11.0pp | 77.3%-24.5pp | 69.5%-16.8pp |
| Annual return | 15.99% | 40.79%-24.8pp | 40.50%-24.5pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,219 | $1,753-30.4% | $4,182-70.8% | $2,343-47.9% |
| Participant deferral / active EE | $2,373 | $3,272-27.5% | $5,045-53.0% | $3,332-28.8% |
| Admin fee / account holder | $191 | $3,932-95.2% | $8,159-97.7% | $4,645-95.9% |