Filed March 19, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 | Consulting | $34,443 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $33,064 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,781 | $56,540-27.9% | $185,851-78.1% | $86,821-53.0% |
| Participation rate | 77.8% | 65.5%+12.3pp | 81.7%-3.9pp | 72.3%+5.5pp |
| Annual return | 15.61% | 118.20%-102.6pp | 122.11%-106.5pp | 97.94%-82.3pp |
| Employer contribution / active EE | $2,234 | $1,844+21.1% | $5,168-56.8% | $2,406-7.2% |
| Participant deferral / active EE | $3,280 | $2,555+28.3% | $5,569-41.1% | $4,132-20.6% |
| Admin fee / account holder | $180 | $150+20.2% | $16,245-98.9% | $170+6.0% |