Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $48,452 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $36,393 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,416 | $50,820-53.9% | $155,567-84.9% | $77,671-69.9% |
| Participation rate | 76.5% | 63.1%+13.3pp | 78.2%-1.7pp | 70.6%+5.9pp |
| Annual return | 14.07% | 34.85%-20.8pp | 64.74%-50.7pp | 31.21%-17.1pp |
| Employer contribution / active EE | $995 | $1,993-50.1% | $4,674-78.7% | $2,726-63.5% |
| Participant deferral / active EE | $1,325 | $2,823-53.1% | $5,628-76.5% | $4,648-71.5% |
| Admin fee / account holder | $126 | $436-71.1% | $15,916-99.2% | $430-70.7% |