Filed February 7, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN.SERVICES, INC. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Recordkeeping | $33,072 |
HEARTLAND TRUST COMPANY7 years Filed as: HEARTLAND ASSET MGMT AND TRUST Service code 17 606 SOUTH MAIN STREET · PRINCETON, IL 61356 | Pension Consulting | $25,149 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,242 | $79,223-36.6% | $102,460-51.0% | $74,478-32.5% |
| Participation rate | 91.8% | 74.8%+17.0pp | 76.5%+15.3pp | 67.2%+24.6pp |
| Annual return | 16.10% | 54.98%-38.9pp | 29.47%-13.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $911 | $2,363-61.5% | $3,025-69.9% | $2,626-65.3% |
| Participant deferral / active EE | $5,623 | $4,417+27.3% | $5,056+11.2% | $4,350+29.3% |
| Admin fee / account holder | $278 | $2,003-86.1% | $9,460-97.1% | $1,946-85.7% |