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 | $12,375 |
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 | $21,305 | $46,173-53.9% | $170,435-87.5% | $69,631-69.4% |
| Participation rate | 72.1% | 63.9%+8.2pp | 83.6%-11.5pp | 70.7%+1.4pp |
| Annual return | 24.40% | 21.62%+2.8pp | 205.94%-181.5pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $1,840 | $1,610+14.3% | $5,432-66.1% | $2,032-9.5% |
| Participant deferral / active EE | $2,209 | $2,080+6.2% | $4,939-55.3% | $3,224-31.5% |
| Admin fee / account holder | $54 | $116-53.8% | $13,881-99.6% | $110-51.5% |