Filed March 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 | Consulting | $181,404 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $159,653 |
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 | $31,455 | $43,110-27.0% | $156,551-79.9% | $65,292-51.8% |
| Participation rate | 59.4% | 69.3%-10.0pp | 84.0%-24.6pp | 72.4%-13.1pp |
| Annual return | 8.25% | 11.24%-3.0pp | 32.23%-24.0pp | 11.84%-3.6pp |
| Employer contribution / active EE | $487 | $1,702-71.4% | $5,501-91.1% | $2,302-78.8% |
| Participant deferral / active EE | $2,159 | $2,520-14.3% | $4,871-55.7% | $3,579-39.7% |
| Admin fee / account holder | $79 | $47+67.3% | $13,028-99.4% | $57+37.8% |