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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES7 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $19,347 |
BPAS8+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Claims processing; Participant loan p... | $13,617 |
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 | $52,089 | $92,743-43.8% | $82,744-37.0% | $134,532-61.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.08% | 946.63%-957.7pp | 702.22%-713.3pp | 418.27%-429.3pp |
| Employer contribution / active EE | $1,802 | $3,273-45.0% | $3,008-40.1% | $4,741-62.0% |
| Participant deferral / active EE | $6,270 | $4,802+30.6% | $4,395+42.7% | $6,401-2.0% |
| Admin fee / account holder | $183 | $5,977-96.9% | $5,325-96.6% | $11,429-98.4% |