Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES9 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $17,994 |
BPAS ACTUARIAL & PENSION SERVICES10+ years Filed as: BPAS Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Direct payment from the plan; Recordk... | $12,724 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,275 | $88,710-32.1% | $81,783-26.3% | $145,959-58.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.58% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $4,156 | $3,083+34.8% | $2,913+42.7% | $4,661-10.8% |
| Participant deferral / active EE | $7,338 | $4,645+58.0% | $4,320+69.8% | $6,689+9.7% |
| Admin fee / account holder | $188 | $8,407-97.8% | $7,380-97.5% | $13,398-98.6% |