Filed January 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $27,254 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,427 | $64,612-73.0% | $86,451-79.8% | $64,824-73.1% |
| Participation rate | 79.4% | 81.5%-2.1pp | 80.3%-1.0pp | 71.5%+7.9pp |
| Annual return | -16.84% | 0.66%-17.5pp | 4398.51%-4415.4pp | 32.84%-49.7pp |
| Employer contribution / active EE | $847 | $2,744-69.2% | $3,770-77.5% | $2,507-66.2% |
| Participant deferral / active EE | $1,301 | $7,497-82.6% | $6,953-81.3% | $4,311-69.8% |
| Admin fee / account holder | $26 | $169-84.6% | $6,734-99.6% | $188-86.1% |