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 | $43,450 |
Filed as: HEALTHCARE COMMUNITY SECURITIES CRP Service code 15 1 EMPIRE DRIVE · RENSSELAER, NY 12144 | Recordkeeping | $29,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,368 | $47,180-56.8% | $149,723-86.4% | $74,473-72.7% |
| Participation rate | 75.8% | 63.4%+12.3pp | 78.8%-3.0pp | 70.7%+5.0pp |
| Annual return | 16.72% | 22.75%-6.0pp | 134.50%-117.8pp | 34.36%-17.6pp |
| Employer contribution / active EE | $1,128 | $1,907-40.9% | $4,821-76.6% | $2,638-57.3% |
| Participant deferral / active EE | $1,206 | $2,730-55.8% | $5,682-78.8% | $4,530-73.4% |
| Admin fee / account holder | $111 | $343-67.6% | $13,215-99.2% | $347-67.9% |