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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS2+ years Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Recordkeeping | $25,357 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,246 | $46,761-58.8% | $106,619-81.9% | $57,658-66.6% |
| Participation rate | 37.2% | 56.9%-19.7pp | 78.0%-40.8pp | 70.2%-33.1pp |
| Annual return | 3.99% | 15.77%-11.8pp | 9.42%-5.4pp | 5.13%-1.1pp |
| Employer contribution / active EE | $561 | $1,274-55.9% | $3,947-85.8% | $1,974-71.6% |
| Participant deferral / active EE | $757 | $1,954-61.3% | $3,930-80.8% | $3,061-75.3% |
| Admin fee / account holder | $208 | $97+115.1% | $6,418-96.8% | $95+120.2% |