Filed March 19, 2026 (most recent of 8 filings on file)
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| 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 | $50,860-1.5% | $155,574-67.8% | $77,714-35.5% |
| Participation rate | 82.0% | 63.1%+18.9pp | 78.2%+3.8pp | 70.6%+11.4pp |
| Annual return | 12.94% | 34.86%-21.9pp | 64.87%-51.9pp | 31.26%-18.3pp |
| Employer contribution / active EE | $3,652 | $1,991+83.5% | $4,676-21.9% | $2,727+33.9% |
| Participant deferral / active EE | $3,584 | $2,825+26.9% | $5,629-36.3% | $4,649-22.9% |
| Admin fee / account holder | $225 | $436-48.5% | $15,914-98.6% | $433-48.1% |