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 | $229,166 |
Service code 16 · EIN 14-1764768 | Consulting | $163,165 |
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 | $25,289 | $44,007-42.5% | $154,110-83.6% | $68,904-63.3% |
| Participation rate | 87.6% | 70.0%+17.5pp | 83.0%+4.5pp | 74.1%+13.4pp |
| Annual return | -5.04% | 8.15%-13.2pp | 735.22%-740.3pp | 1.07%-6.1pp |
| Employer contribution / active EE | $707 | $1,732-59.2% | $5,298-86.6% | $2,540-72.2% |
| Participant deferral / active EE | $2,541 | $2,813-9.7% | $5,081-50.0% | $4,015-36.7% |
| Admin fee / account holder | $57 | $65-12.0% | $13,412-99.6% | $71-20.0% |