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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS8 years Service code 15 · EIN 16-1503696 6 RHOADS DR · UTICA, NY 13502 | Recordkeeping | $53,403 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,317 | $101,672+161.9% | $147,117+81.0% | $74,478+257.6% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 16.35% | 8757.83%-8741.5pp | 420.54%-404.2pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $1,483 | $3,813-61.1% | $4,932-69.9% | $2,626-43.5% |
| Participant deferral / active EE | $4,788 | $7,305-34.5% | $8,065-40.6% | $4,350+10.1% |
| Admin fee / account holder | $399 | $1,753-77.3% | $12,993-96.9% | $1,946-79.5% |