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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SVC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Recordkeeping | $0 |
GRANITE RETIREMENT1+ years Service code 15 50 JACKSON AVENUE · SYOSSET, NY 11791 | Recordkeeping | $0 |
MANCHESTER ADVISORS1+ years Service code 27 · EIN 21-1817908 | Advisory (Plan) | $0 |
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.)
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 | $127,598 | $70,002+82.3% | $115,038+10.9% | $52,331+143.8% |
| Participation rate | 69.0% | 72.1%-3.1pp | 81.4%-12.4pp | 68.1%+0.9pp |
| Annual return | 3.25% | 4.04%-0.8pp | 26.14%-22.9pp | 4.54%-1.3pp |
| Employer contribution / active EE | $4,488 | $2,715+65.3% | $4,608-2.6% | $1,882+138.5% |
| Participant deferral / active EE | $7,061 | $4,920+43.5% | $6,026+17.2% | $3,022+133.6% |
| Admin fee / account holder | $651 | $566+15.0% | $8,175-92.0% | $592+10.0% |