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| Provider | Service type | Compensation |
|---|---|---|
BPAS1 year Filed as: BPAS, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $20,601 |
FOCUSED WEALTH MANAGEMENT4 years Service code 26 11 OLD BALMVILLE RD · NEWBURGH, NY 12550 | Advisory (Participants) | $14,090 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $3,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,388 | $55,446-47.0% | $155,574-81.1% | $74,429-60.5% |
| Participation rate | 81.3% | 61.9%+19.3pp | 78.2%+3.0pp | 67.2%+14.0pp |
| Annual return | 11.54% | 269.20%-257.7pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $2,037 | $2,266-10.1% | $4,676-56.4% | $2,625-22.4% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $187 | $1,743-89.3% | $15,914-98.8% | $1,944-90.4% |