Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES3 years Filed as: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $258,817 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $182,844 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,781 | $45,000+10.6% | $143,801-65.4% | $77,906-36.1% |
| Participation rate | 97.7% | 66.8%+30.9pp | 80.3%+17.4pp | 73.7%+24.0pp |
| Annual return | -16.70% | 29.03%-45.7pp | -0.04%-16.7pp | 12.16%-28.9pp |
| Employer contribution / active EE | $2,475 | $1,870+32.4% | $4,952-50.0% | $2,846-13.1% |
| Participant deferral / active EE | $5,523 | $3,157+75.0% | $5,639-2.0% | $4,805+14.9% |
| Admin fee / account holder | $135 | $98+36.8% | $14,680-99.1% | $133+1.6% |