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 | $263,404 |
Service code 16 · EIN 14-1764768 | Consulting | $176,268 |
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 | $30,803 | $53,565-42.5% | $172,755-82.2% | $82,204-62.5% |
| Participation rate | 87.8% | 69.6%+18.2pp | 82.6%+5.2pp | 73.4%+14.4pp |
| Annual return | 24.46% | 31.42%-7.0pp | 802.94%-778.5pp | 26.31%-1.9pp |
| Employer contribution / active EE | $943 | $1,857-49.2% | $5,144-81.7% | $2,707-65.2% |
| Participant deferral / active EE | $2,872 | $3,006-4.5% | $5,198-44.8% | $4,246-32.4% |
| Admin fee / account holder | $58 | $61-5.4% | $13,955-99.6% | $76-23.2% |