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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL CITY INVESTMENTS2 years Service code 26 1301 METROPOLITAN BOULEVARD · TALLAHASSEE, FL 32308 | Advisory (Participants) | $34,887 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICE LLC Service code 14 4010 BOY SCOUT BLVD · TAMPA, FL 33607 | Plan Administrator | $30,668 |
BPAS2 years Filed as: BPAS (TPA-GR) Service code 27 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Advisory (Plan) | $6,105 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,547 | $58,895+57.1% | $178,503-48.2% | $73,497+25.9% |
| Participation rate | 67.3% | 66.2%+1.1pp | 81.9%-14.6pp | 70.7%-3.3pp |
| Annual return | 9.15% | 24.86%-15.7pp | 151.12%-142.0pp | 28.51%-19.4pp |
| Employer contribution / active EE | $2,153 | $2,236-3.7% | $5,011-57.0% | $2,270-5.2% |
| Participant deferral / active EE | $3,864 | $2,567+50.5% | $5,202-25.7% | $3,740+3.3% |
| Admin fee / account holder | $697 | $400+74.1% | $13,987-95.0% | $513+35.8% |