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| Provider | Service type | Compensation |
|---|---|---|
ASPIREON WEALTH ADVISORS LLC4 years Service code 27 · EIN 27-0154010 | Advisory (Plan) | $32,093 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,233 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,995 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,298 | $84,487-38.1% | $125,339-58.3% | $66,914-21.8% |
| Participation rate | 57.0% | 76.4%-19.4pp | 82.4%-25.3pp | 69.8%-12.8pp |
| Annual return | -14.92% | -8.39%-6.5pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,438 | $6,781-34.6% | $7,446-40.4% | $4,237+4.7% |
| Admin fee / account holder | $525 | $685-23.3% | $10,010-94.8% | $593-11.4% |