Filed March 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 | Consulting | $174,043 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $151,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,713 | $63,964-53.5% | $147,618-79.9% | $67,505-56.0% |
| Participation rate | 57.1% | 68.6%-11.5pp | 84.6%-27.6pp | 71.2%-14.1pp |
| Annual return | 2.29% | 9.05%-6.8pp | 61.98%-59.7pp | 6.52%-4.2pp |
| Employer contribution / active EE | $411 | $1,618-74.6% | $5,564-92.6% | $2,173-81.1% |
| Participant deferral / active EE | $2,137 | $2,589-17.4% | $4,895-56.3% | $3,597-40.6% |
| Admin fee / account holder | $84 | $43+96.5% | $11,612-99.3% | $56+49.8% |