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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES5 years Filed as: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $345,829 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $221,508 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,551 | $53,204+28.8% | $155,556-55.9% | $200,096-65.7% |
| Participation rate | 97.6% | 64.1%+33.5pp | 78.2%+19.4pp | 72.0%+25.6pp |
| Annual return | 13.28% | 41.02%-27.7pp | 64.84%-51.6pp | 34.26%-21.0pp |
| Employer contribution / active EE | $2,931 | $1,850+58.4% | $4,675-37.3% | $3,038-3.5% |
| Participant deferral / active EE | $6,130 | $3,163+93.8% | $5,631+8.9% | $5,090+20.4% |
| Admin fee / account holder | $165 | $186-11.1% | $15,885-99.0% | $269-38.7% |