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 | $14,284 |
Service code 16 · EIN 14-1764768 | Consulting | $4,521 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,960 | $37,196-46.3% | $154,108-87.0% | $55,725-64.2% |
| Participation rate | 78.1% | 64.1%+14.0pp | 83.0%-5.0pp | 70.9%+7.2pp |
| Annual return | -7.34% | 1319.68%-1327.0pp | 735.21%-742.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $1,889 | $1,614+17.0% | $5,298-64.3% | $2,078-9.1% |
| Participant deferral / active EE | $2,685 | $2,068+29.8% | $5,081-47.2% | $3,356-20.0% |
| Admin fee / account holder | $66 | $102-34.6% | $13,411-99.5% | $115-42.3% |