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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $12,867 |
DAVIE KAPLAN3 years Filed as: DAVIE KAPLAN, CPA, PC Service code 10 · EIN 16-1182991 1000 FIRST FEDERAL PLAZA · ROCHESTER, NY 14614 | Accounting | -$275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,494 | $35,986-45.8% | $77,513-74.9% | $73,493-73.5% |
| Participation rate | 65.2% | 40.8%+24.4pp | 54.2%+11.0pp | 70.7%-5.5pp |
| Annual return | 14.78% | 19.26%-4.5pp | 54.81%-40.0pp | 28.51%-13.7pp |
| Employer contribution / active EE | $170 | $557-69.5% | $987-82.7% | $2,270-92.5% |
| Participant deferral / active EE | $1,178 | $1,198-1.7% | $1,861-36.7% | $3,740-68.5% |
| Admin fee / account holder | $94 | $466-79.8% | $2,859-96.7% | $513-81.7% |