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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 | $4,137 |
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.
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 | $7,645 | $47,977-84.1% | $154,114-95.0% | $56,287-86.4% |
| Participation rate | 51.9% | 66.2%-14.2pp | 83.0%-31.1pp | 69.9%-17.9pp |
| Annual return | -4.64% | 3.54%-8.2pp | 735.16%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $690 | $2,169-68.2% | $5,298-87.0% | $2,111-67.3% |
| Participant deferral / active EE | $1,055 | $2,392-55.9% | $5,081-79.2% | $3,350-68.5% |
| Admin fee / account holder | $40 | $438-90.9% | $13,411-99.7% | $521-92.4% |