Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,591+162.1% | $147,096+81.1% | $74,429+257.8% |
| Participation rate | 93.6% | 75.5%+18.1pp | 82.2%+11.5pp | 67.2%+26.4pp |
| Annual return | 16.35% | 8746.45%-8730.1pp | 419.75%-403.4pp | 1368.38%-1352.0pp |
| Employer contribution / active EE | $1,483 | $3,813-61.1% | $4,936-70.0% | $2,625-43.5% |
| Participant deferral / active EE | $4,788 | $7,302-34.4% | $8,071-40.7% | $4,348+10.1% |
| Admin fee / account holder | $399 | $1,750-77.2% | $13,005-96.9% | $1,944-79.5% |