Filed January 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES, INC Service code 15 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $42,148 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $26,113 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,597 | $46,332-64.2% | $143,797-88.5% | $64,824-74.4% |
| Participation rate | 76.3% | 64.2%+12.1pp | 80.3%-4.0pp | 71.5%+4.8pp |
| Annual return | -16.17% | -10.05%-6.1pp | -0.04%-16.1pp | 32.84%-49.0pp |
| Employer contribution / active EE | $906 | $1,911-52.6% | $4,952-81.7% | $2,507-63.9% |
| Participant deferral / active EE | $1,175 | $2,647-55.6% | $5,638-79.2% | $4,311-72.7% |
| Admin fee / account holder | $105 | $154-31.6% | $14,679-99.3% | $188-44.0% |