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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES10+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $108,945 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $64,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,477 | $53,216+8.0% | $155,534-63.0% | $199,960-71.3% |
| Participation rate | 48.3% | 64.1%-15.8pp | 78.2%-29.9pp | 72.0%-23.7pp |
| Annual return | 10.70% | 41.18%-30.5pp | 64.92%-54.2pp | 34.28%-23.6pp |
| Employer contribution / active EE | $1,582 | $1,848-14.4% | $4,675-66.2% | $3,036-47.9% |
| Participant deferral / active EE | $1,824 | $3,164-42.4% | $5,630-67.6% | $5,087-64.2% |
| Admin fee / account holder | $403 | $186+116.8% | $15,900-97.5% | $269+49.5% |