Filed January 15, 2018
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS3+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 13 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Contract Administrator | $82,655 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,169 | $46,173-82.3% | $170,435-95.2% | $69,631-88.3% |
| Participation rate | 94.7% | 63.9%+30.8pp | 83.6%+11.1pp | 70.7%+24.0pp |
| Annual return | 11.91% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $458 | $1,610-71.5% | $5,432-91.6% | $2,032-77.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $78 | $116-32.3% | $13,881-99.4% | $110-28.9% |