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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $12,800 |
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $7,535 |
BPAS5+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Participant loan processing; Recordke... | $6,625 |
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 | $48,215 | $103,008-53.2% | $90,304-46.6% | $152,897-68.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.33% | 95.22%-80.9pp | 78.13%-63.8pp | 345.43%-331.1pp |
| Employer contribution / active EE | $5,261 | $3,139+67.6% | $2,855+84.3% | $4,764+10.4% |
| Participant deferral / active EE | $4,778 | $4,281+11.6% | $3,885+23.0% | $5,851-18.3% |
| Admin fee / account holder | $123 | $6,175-98.0% | $5,354-97.7% | $11,599-98.9% |