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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Service code 15 · EIN 16-1065416 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $46,849 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $15,416 | $36,916-58.2% | $156,551-90.2% | $57,658-73.3% |
| Participation rate | 84.0% | 63.4%+20.6pp | 84.0%0pp | 70.2%+13.8pp |
| Annual return | -0.32% | 12.38%-12.7pp | 32.23%-32.5pp | 5.13%-5.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $138 | $82+67.5% | $13,028-98.9% | $95+46.2% |