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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $21,188 |
Service code 16 · EIN 14-1764768 | Consulting | $17,620 |
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 | $26,685 | $62,928-57.6% | $172,753-84.6% | $67,582-60.5% |
| Participation rate | 81.7% | 64.5%+17.2pp | 82.6%-1.0pp | 71.3%+10.4pp |
| Annual return | 24.91% | 30.36%-5.4pp | 803.00%-778.1pp | 378.57%-353.7pp |
| Employer contribution / active EE | $2,232 | $1,636+36.4% | $5,144-56.6% | $2,148+3.9% |
| Participant deferral / active EE | $3,081 | $2,145+43.6% | $5,198-40.7% | $3,539-13.0% |
| Admin fee / account holder | $118 | $167-29.0% | $13,956-99.2% | $142-16.8% |