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 |
|---|---|---|
BPAS2+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Participant loan processing; Recordke... | $6,833 |
Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $6,694 |
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 | $54,665 | $48,078+13.7% | $78,676-30.5% | $62,881-13.1% |
| Participation rate | 97.8% | 65.2%+32.6pp | 73.6%+24.3pp | 69.3%+28.5pp |
| Annual return | 5.55% | 31.36%-25.8pp | 62.19%-56.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,447 | $2,015+21.5% | $2,850-14.1% | $2,281+7.3% |
| Participant deferral / active EE | $2,891 | $2,587+11.8% | $3,517-17.8% | $3,203-9.7% |
| Admin fee / account holder | $71 | $3,206-97.8% | $4,510-98.4% | $4,296-98.4% |