Filed March 31, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Service code 13 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Contract Administrator | $29,935 |
NEW ENGLAND PENSION CONSULTANTS1+ years Filed as: NEW ENGLAND WEALTH ADVISORS Service code 27 255 DANIEL WEBSTER HWY · MERRIMACK, NY 03054 | Advisory (Plan) | $18,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,146 | $36,916-40.0% | $156,551-85.9% | $57,658-61.6% |
| Participation rate | 25.4% | 63.4%-38.0pp | 84.0%-58.6pp | 70.2%-44.8pp |
| Annual return | -0.39% | 12.38%-12.8pp | 32.23%-32.6pp | 5.13%-5.5pp |
| Employer contribution / active EE | $137 | $1,571-91.3% | $5,501-97.5% | $1,974-93.0% |
| Participant deferral / active EE | $409 | $1,926-78.8% | $4,871-91.6% | $3,061-86.7% |
| Admin fee / account holder | $165 | $82+99.7% | $13,028-98.7% | $95+74.3% |