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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $8,570 |
BPAS4+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping and information managem... | $7,978 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $80 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,110 | $49,177-2.2% | $79,467-39.5% | $64,173-25.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -2.48% | -1.16%-1.3pp | 718.30%-720.8pp | 7.63%-10.1pp |
| Employer contribution / active EE | $10,532 | $2,076+407.3% | $2,800+276.1% | $2,381+342.4% |
| Participant deferral / active EE | $5,532 | $2,821+96.1% | $3,704+49.4% | $3,470+59.4% |
| Admin fee / account holder | $71 | $3,839-98.1% | $5,104-98.6% | $4,887-98.5% |