Filed June 7, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $66,377 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $40,096 |
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 | $26,755 | $37,117-27.9% | $147,617-81.9% | $55,191-51.5% |
| Participation rate | 88.8% | 63.6%+25.2pp | 84.6%+4.2pp | 69.2%+19.6pp |
| Annual return | 0.66% | 3.44%-2.8pp | 61.98%-61.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,333 | $1,620-17.7% | $5,564-76.0% | $1,899-29.8% |
| Participant deferral / active EE | $1,620 | $1,985-18.4% | $4,895-66.9% | $3,046-46.8% |
| Admin fee / account holder | $76 | $86-10.7% | $11,612-99.3% | $91-15.8% |