Filed March 19, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $6,981 |
Service code 26 661 N. BROADWAY · NORTH WHITE PLAINS, NY 10603 | Advisory (Participants) | $4,160 |
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 | $15,759 | $46,732-66.3% | $156,551-89.9% | $55,167-71.4% |
| Participation rate | 75.1% | 65.8%+9.3pp | 84.0%-8.9pp | 69.0%+6.1pp |
| Annual return | 7.02% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,413 | $2,105-32.9% | $5,501-74.3% | $1,963-28.0% |
| Participant deferral / active EE | $1,872 | $2,204-15.0% | $4,871-61.6% | $3,054-38.7% |
| Admin fee / account holder | $55 | $418-86.8% | $13,028-99.6% | $504-89.0% |