Filed May 15, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 19 · EIN 16-1503696 6 RHOADS DRIVE, SUITE 7 · UTICA, NY 13502 | Securities Custodian | $40,848 |
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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 | $0 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 4.61% | 5.80%-1.2pp | 4.74%-0.1pp | 11.88%-7.3pp |
| Employer contribution / active EE | $0 | $15,506-100.0% | $36,089-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |