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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES4 years Filed as: ASPIRE ADVISORS, LLC Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 106032844 | Recordkeeping | $282,164 |
Filed as: BENEFIT PLANS ADMINITRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $193,862 |
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 | $58,610 | $50,169+16.8% | $149,740-60.9% | $80,187-26.9% |
| Participation rate | 97.0% | 64.3%+32.7pp | 78.8%+18.2pp | 72.9%+24.0pp |
| Annual return | 17.75% | 29.82%-12.1pp | 134.51%-116.8pp | 40.40%-22.7pp |
| Employer contribution / active EE | $2,616 | $1,869+40.0% | $4,821-45.7% | $2,980-12.2% |
| Participant deferral / active EE | $5,691 | $3,194+78.2% | $5,683+0.1% | $5,016+13.5% |
| Admin fee / account holder | $139 | $153-8.8% | $13,222-98.9% | $145-4.0% |