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 | $310,165 |
Service code 16 · EIN 14-1764768 | Consulting | $193,889 |
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 | $41,618 | $63,259-34.2% | $178,510-76.7% | $93,223-55.4% |
| Participation rate | 96.5% | 72.1%+24.4pp | 81.9%+14.6pp | 74.9%+21.6pp |
| Annual return | 18.20% | 19.93%-1.7pp | 151.13%-132.9pp | 19.29%-1.1pp |
| Employer contribution / active EE | $1,098 | $1,865-41.1% | $5,011-78.1% | $2,680-59.0% |
| Participant deferral / active EE | $3,164 | $3,372-6.2% | $5,202-39.2% | $4,563-30.7% |
| Admin fee / account holder | $74 | $58+27.4% | $13,988-99.5% | $79-6.7% |