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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $47,847 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $40,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,845 | $46,173-15.9% | $170,435-77.2% | $69,631-44.2% |
| Participation rate | 59.1% | 63.9%-4.8pp | 83.6%-24.5pp | 70.7%-11.6pp |
| Annual return | 17.12% | 21.62%-4.5pp | 205.94%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $1,794 | $1,610+11.4% | $5,432-67.0% | $2,032-11.7% |
| Participant deferral / active EE | $1,704 | $2,080-18.1% | $4,939-65.5% | $3,224-47.1% |
| Admin fee / account holder | $195 | $116+68.5% | $13,881-98.6% | $110+77.0% |