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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $295,780 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $205,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,557 | $67,512-16.2% | $185,854-69.6% | $93,010-39.2% |
| Participation rate | 97.1% | 67.1%+29.9pp | 81.7%+15.4pp | 73.9%+23.2pp |
| Annual return | 14.30% | 21.04%-6.7pp | 122.12%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $2,329 | $1,783+30.6% | $5,169-54.9% | $2,705-13.9% |
| Participant deferral / active EE | $5,227 | $3,035+72.2% | $5,569-6.1% | $4,561+14.6% |
| Admin fee / account holder | $152 | $318-52.2% | $16,246-99.1% | $152+0.1% |