Filed March 19, 2026 (most recent of 8 filings on file)
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 |
|---|---|---|
Service code 16 · EIN 14-1764768 | Consulting | $58,034 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $54,394 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,116 | $50,919-1.6% | $155,556-67.8% | $77,762-35.6% |
| Participation rate | 82.0% | 63.1%+18.9pp | 78.2%+3.8pp | 70.6%+11.4pp |
| Annual return | 12.94% | 34.84%-21.9pp | 64.84%-51.9pp | 31.27%-18.3pp |
| Employer contribution / active EE | $3,652 | $1,991+83.4% | $4,675-21.9% | $2,728+33.9% |
| Participant deferral / active EE | $3,584 | $2,824+26.9% | $5,631-36.3% | $4,651-22.9% |
| Admin fee / account holder | $225 | $437-48.5% | $15,885-98.6% | $433-48.0% |