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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICES, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $2,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,539 | $55,453-86.4% | $170,435-95.6% | $62,293-87.9% |
| Participation rate | 57.4% | 66.4%-9.0pp | 83.6%-26.2pp | 69.5%-12.1pp |
| Annual return | 17.04% | 21.38%-4.3pp | 205.94%-188.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $717 | $2,164-66.8% | $5,432-86.8% | $2,042-64.9% |
| Participant deferral / active EE | $935 | $2,303-59.4% | $4,939-81.1% | $3,169-70.5% |
| Admin fee / account holder | $24 | $455-94.6% | $13,881-99.8% | $479-94.9% |