Filed March 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $172,127 |
Service code 16 · EIN 14-1764768 | Consulting | $153,032 |
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 | $32,148 | $48,835-34.2% | $170,435-81.1% | $177,276-81.9% |
| Participation rate | 69.3% | 72.1%-2.8pp | 83.6%-14.3pp | 74.8%-5.6pp |
| Annual return | 20.48% | 19.44%+1.0pp | 205.94%-185.5pp | 21.25%-0.8pp |
| Employer contribution / active EE | $648 | $1,798-64.0% | $5,432-88.1% | $2,479-73.9% |
| Participant deferral / active EE | $2,223 | $2,757-19.4% | $4,939-55.0% | $3,881-42.7% |
| Admin fee / account holder | $60 | $52+16.2% | $13,881-99.6% | $154-60.8% |