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 | $20,392 |
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 | $37,598 | $52,293-28.1% | $178,503-78.9% | $73,412-48.8% |
| Participation rate | 78.3% | 65.3%+12.9pp | 81.9%-3.6pp | 72.2%+6.1pp |
| Annual return | 20.12% | 34.75%-14.6pp | 151.12%-131.0pp | 59.30%-39.2pp |
| Employer contribution / active EE | $2,256 | $1,736+30.0% | $5,011-55.0% | $2,234+1.0% |
| Participant deferral / active EE | $3,244 | $2,333+39.0% | $5,202-37.6% | $3,806-14.8% |
| Admin fee / account holder | $154 | $127+20.7% | $13,987-98.9% | $158-2.6% |