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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES5 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $17,022 |
BPAS6+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Claims processing; Participant loan p... | $14,397 |
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 | $55,866 | $100,911-44.6% | $90,440-38.2% | $158,966-64.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.85% | 1726.62%-1715.8pp | 1294.38%-1283.5pp | 302.95%-292.1pp |
| Employer contribution / active EE | $15,866 | $3,690+329.9% | $3,263+386.2% | $4,762+233.1% |
| Participant deferral / active EE | $6,837 | $4,348+57.2% | $3,964+72.5% | $5,983+14.3% |
| Admin fee / account holder | $156 | $6,507-97.6% | $5,615-97.2% | $11,250-98.6% |