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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $3,472 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $74,724 | $181,896-58.9% | $156,551-52.3% | $273,972-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.67% | 30.74%-26.1pp | 32.23%-27.6pp | 41.46%-36.8pp |
| Employer contribution / active EE | $10,598 | $6,248+69.6% | $5,501+92.6% | $4,869+117.7% |
| Participant deferral / active EE | $10,381 | $5,550+87.0% | $4,871+113.1% | $5,287+96.3% |
| Admin fee / account holder | $36 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |