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 | $36,056 |
Service code 16 · EIN 14-1764768 | Consulting | $34,909 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,661 | $46,332-31.7% | $143,797-78.0% | $64,824-51.2% |
| Participation rate | 79.4% | 64.2%+15.2pp | 80.3%-0.9pp | 71.5%+7.9pp |
| Annual return | -17.36% | -10.05%-7.3pp | -0.04%-17.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,139 | $1,911+11.9% | $4,952-56.8% | $2,507-14.7% |
| Participant deferral / active EE | $3,045 | $2,647+15.0% | $5,638-46.0% | $4,311-29.4% |
| Admin fee / account holder | $160 | $154+3.7% | $14,679-98.9% | $188-15.1% |