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| Provider | Service type | Compensation |
|---|---|---|
BPAS6 years Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $13,630 |
Filed as: MML INVESTORS SERVICES Service code 10 1277 MAIN STREET · SPRINGFIELD, MA 01103 | Accounting | $9,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,167 | $41,016-46.0% | $152,093-85.4% | $64,097-65.4% |
| Participation rate | 44.4% | 51.3%-6.9pp | 77.8%-33.3pp | 55.2%-10.7pp |
| Annual return | 16.72% | 39.60%-22.9pp | 66.36%-49.6pp | 34.64%-17.9pp |
| Employer contribution / active EE | $651 | $1,342-51.5% | $4,175-84.4% | $1,891-65.6% |
| Participant deferral / active EE | $688 | $1,927-64.3% | $5,451-87.4% | $3,080-77.7% |
| Admin fee / account holder | $188 | $2,305-91.8% | $14,497-98.7% | $3,454-94.6% |