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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES INC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $23,285 |
BARONE, HOWARD & CO., CPA P.C.1+ years Service code 10 · EIN 20-8275758 8504 SENECA TURNPIKE · NEW HARTFORD, CT 13413 | Accounting | $5,000 |
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 | $65,183 | $50,464+29.2% | $75,784-14.0% | $52,331+24.6% |
| Participation rate | 96.8% | 66.8%+30.0pp | 75.8%+21.0pp | 68.1%+28.7pp |
| Annual return | -1.05% | 1.03%-2.1pp | 9.68%-10.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $16,404 | $1,988+725.0% | $3,323+393.6% | $1,882+771.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $168 | $1,103-84.7% | $5,300-96.8% | $592-71.5% |