Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BPAS5+ years Service code 15 · EIN 16-1503696 6 RHOADS DR. · UTICA, NY 13502 | Recordkeeping | $86,655 |
HFM INVESTMENT ADVISORS5+ years Service code 16 209 ROWAN BLVD. · GLASSBORO, NJ 08028 | Consulting | $57,804 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,374 | $88,122-70.1% | $141,197-81.3% | $67,582-61.0% |
| Participation rate | 87.0% | 76.5%+10.5pp | 82.5%+4.5pp | 71.3%+15.7pp |
| Annual return | 21.75% | 75.40%-53.7pp | 71.41%-49.7pp | 378.57%-356.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,310 | $5,958-61.2% | $6,710-65.6% | $3,539-34.7% |
| Admin fee / account holder | $142 | $131+8.7% | $10,265-98.6% | $1420% |