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 ADMINISTRATORS3 years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $40,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,539 | $65,246-37.9% | $98,716-58.9% | $67,986-40.4% |
| Participation rate | 45.3% | 51.4%-6.1pp | 69.3%-24.0pp | 57.2%-11.9pp |
| Annual return | 11.20% | 20.58%-9.4pp | 31.81%-20.6pp | 31.67%-20.5pp |
| Employer contribution / active EE | $714 | $1,042-31.5% | $2,279-68.7% | $2,019-64.6% |
| Participant deferral / active EE | $1,082 | $2,594-58.3% | $4,048-73.3% | $3,358-67.8% |
| Admin fee / account holder | $333 | $4,561-92.7% | $8,703-96.2% | $3,203-89.6% |