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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES8 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $17,681 |
BPAS9+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Participant loan processing; Direct p... | $12,593 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,241 | $96,643-37.7% | $86,617-30.5% | $139,456-56.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.01% | 106.57%-95.6pp | 591.91%-580.9pp | 373.45%-362.4pp |
| Employer contribution / active EE | $3,220 | $3,264-1.4% | $3,023+6.5% | $4,753-32.3% |
| Participant deferral / active EE | $7,700 | $4,835+59.3% | $4,437+73.5% | $6,711+14.7% |
| Admin fee / account holder | $178 | $6,406-97.2% | $5,613-96.8% | $11,407-98.4% |