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 | $44,933 |
HEARTLAND TRUST COMPANY4 years Filed as: HEARTLAND ASSET MGMT AND TRUST Service code 17 606 SOUTH MAIN STREET · PRINCETON, IL 61356 | Pension Consulting | $27,431 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,360 | $84,936-53.7% | $111,303-64.6% | $79,393-50.4% |
| Participation rate | 90.4% | 75.9%+14.6pp | 77.3%+13.1pp | 70.7%+19.7pp |
| Annual return | 19.00% | 17.45%+1.6pp | 54.66%-35.7pp | 116.87%-97.9pp |
| Employer contribution / active EE | $614 | $1,979-69.0% | $2,731-77.5% | $2,428-74.7% |
| Participant deferral / active EE | $4,992 | $3,888+28.4% | $4,487+11.2% | $4,046+23.4% |
| Admin fee / account holder | $275 | $537-48.7% | $7,966-96.5% | $627-56.1% |