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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $55,600 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $41,623 |
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 | $38,926 | $37,196+4.7% | $154,114-74.7% | $55,725-30.1% |
| Participation rate | 59.7% | 64.1%-4.4pp | 83.0%-23.4pp | 70.9%-11.2pp |
| Annual return | -4.44% | 1319.68%-1324.1pp | 735.16%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,841 | $1,614+14.0% | $5,298-65.3% | $2,078-11.4% |
| Participant deferral / active EE | $1,721 | $2,068-16.8% | $5,081-66.1% | $3,356-48.7% |
| Admin fee / account holder | $207 | $102+104.0% | $13,411-98.5% | $115+80.0% |