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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1065416 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $14,729 |
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 | $31,600 | $36,916-14.4% | $156,551-79.8% | $57,658-45.2% |
| Participation rate | 53.9% | 63.4%-9.6pp | 84.0%-30.1pp | 70.2%-16.4pp |
| Annual return | 6.93% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $486 | $1,571-69.1% | $5,501-91.2% | $1,974-75.4% |
| Participant deferral / active EE | $967 | $1,926-49.8% | $4,871-80.1% | $3,061-68.4% |
| Admin fee / account holder | $81 | $82-1.3% | $13,028-99.4% | $95-13.9% |