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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES9 years Filed as: ASPIRE ADVISORS Service code 26 661 NORTH BROADWAY · NORTH WHITE PLINS, NY 10603 | Advisory (Participants) | $17,994 |
BPAS10+ years Service code 12 · EIN 16-1503696 6 RHOADS DRIVE SUITE 7 · UTICA, NY 13502 | Recordkeeping and information managem... | $12,724 |
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 | $60,275 | $88,702-32.0% | $81,780-26.3% | $145,978-58.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.58% | 1029.12%-1019.5pp | 776.27%-766.7pp | 550.52%-540.9pp |
| Employer contribution / active EE | $4,156 | $3,084+34.7% | $2,914+42.6% | $4,662-10.9% |
| Participant deferral / active EE | $7,338 | $4,645+58.0% | $4,321+69.8% | $6,690+9.7% |
| Admin fee / account holder | $188 | $8,414-97.8% | $7,384-97.5% | $13,400-98.6% |