Filed February 6, 2023 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASPIRE FINANCIAL SERVICES6 years Filed as: ASPIRE ADVISORS Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Recordkeeping | $24,588 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $6,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,453 | $50,902-24.5% | $155,534-75.3% | $77,736-50.5% |
| Participation rate | 63.5% | 63.1%+0.4pp | 78.2%-14.7pp | 70.6%-7.0pp |
| Annual return | 11.08% | 34.85%-23.8pp | 64.92%-53.8pp | 31.26%-20.2pp |
| Employer contribution / active EE | $1,602 | $1,991-19.5% | $4,675-65.7% | $2,728-41.3% |
| Participant deferral / active EE | $1,685 | $2,824-40.3% | $5,630-70.1% | $4,651-63.8% |
| Admin fee / account holder | $111 | $437-74.6% | $15,900-99.3% | $433-74.4% |