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| Provider | Service type | Compensation |
|---|---|---|
ASPIREON WEALTH ADVISORS LLC2 years Service code 27 · EIN 27-0154010 | Advisory (Plan) | $21,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,740 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,492 | $99,957-54.5% | $149,696-69.6% | $73,488-38.1% |
| Participation rate | 51.5% | 75.7%-24.2pp | 82.5%-31.0pp | 70.7%-19.2pp |
| Annual return | 17.21% | 53.87%-36.7pp | 276.60%-259.4pp | 28.51%-11.3pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,537 | $6,073-41.8% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $313 | $551-43.2% | $9,309-96.6% | $513-39.0% |