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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES6+ years Filed as: ASPIRE ADVISORS, LLC Service code 16 661 N BROADWAY · WHITE PLAINS, NY 10603 | Consulting | $69,740 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $52,547 |
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 | $51,828 | $52,293-0.9% | $178,498-71.0% | $73,412-29.4% |
| Participation rate | 47.0% | 65.3%-18.4pp | 81.9%-35.0pp | 72.2%-25.2pp |
| Annual return | 14.73% | 34.75%-20.0pp | 151.09%-136.4pp | 59.30%-44.6pp |
| Employer contribution / active EE | $1,405 | $1,735-19.1% | $5,011-72.0% | $2,234-37.1% |
| Participant deferral / active EE | $1,439 | $2,332-38.3% | $5,202-72.3% | $3,806-62.2% |
| Admin fee / account holder | $239 | $127+87.6% | $13,985-98.3% | $158+51.3% |