Filed February 6, 2023 (most recent of 2 filings on file)
Total covered: 9 employees
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 |
|---|---|---|
HAMILTON LANE ADVISORS, LLC4+ years Filed as: HAMILTON CAVANAUGH & ASSOC- ASPIRE Service code 15 661 NORTH BROADWAY · NORTH WHITE PLAINS, NY 10603 | Recordkeeping | $11,753 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $6,296 |
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 | $22,900 | $37,196-38.4% | $154,114-85.1% | $55,725-58.9% |
| Participation rate | 58.4% | 64.1%-5.7pp | 83.0%-24.7pp | 70.9%-12.5pp |
| Annual return | 1.24% | 1319.68%-1318.4pp | 735.16%-733.9pp | 244.93%-243.7pp |
| Employer contribution / active EE | $1,288 | $1,614-20.2% | $5,298-75.7% | $2,078-38.0% |
| Participant deferral / active EE | $1,317 | $2,068-36.3% | $5,081-74.1% | $3,356-60.8% |
| Admin fee / account holder | $82 | $102-19.6% | $13,411-99.4% | $115-29.1% |