Filed February 6, 2023 (most recent of 2 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON CAVANAUGH & ASSOC- ASPIRE Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Recordkeeping | $9,447 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $8,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,079 | $46,173-63.0% | $170,439-90.0% | $69,631-75.5% |
| Participation rate | 56.8% | 63.9%-7.1pp | 83.6%-26.8pp | 70.7%-13.9pp |
| Annual return | 16.06% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $1,227 | $1,610-23.8% | $5,433-77.4% | $2,032-39.6% |
| Participant deferral / active EE | $1,098 | $2,080-47.2% | $4,939-77.8% | $3,224-65.9% |
| Admin fee / account holder | $67 | $116-42.4% | $13,881-99.5% | $110-39.5% |