Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $37,038 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $36,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,975 | $36,916-10.7% | $156,551-78.9% | $57,658-42.8% |
| Participation rate | 56.6% | 63.4%-6.9pp | 84.0%-27.4pp | 70.2%-13.6pp |
| Annual return | 12.01% | 12.38%-0.4pp | 32.23%-20.2pp | 5.13%+6.9pp |
| Employer contribution / active EE | $1,632 | $1,571+3.9% | $5,501-70.3% | $1,974-17.3% |
| Participant deferral / active EE | $1,707 | $1,926-11.3% | $4,871-65.0% | $3,061-44.2% |
| Admin fee / account holder | $173 | $82+110.0% | $13,028-98.7% | $95+83.3% |