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 | $42,793 |
Service code 16 · EIN 14-1764768 | Consulting | $41,210 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,417 | $47,180-12.2% | $149,723-72.3% | $74,473-44.4% |
| Participation rate | 83.2% | 63.4%+19.7pp | 78.8%+4.4pp | 70.7%+12.4pp |
| Annual return | 25.09% | 22.75%+2.3pp | 134.50%-109.4pp | 34.36%-9.3pp |
| Employer contribution / active EE | $3,324 | $1,907+74.3% | $4,821-31.1% | $2,638+26.0% |
| Participant deferral / active EE | $3,334 | $2,730+22.1% | $5,682-41.3% | $4,530-26.4% |
| Admin fee / account holder | $267 | $343-22.0% | $13,215-98.0% | $347-22.9% |