Filed October 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE Service code 15 · EIN 16-1503696 | Recordkeeping | $15,731 |
FOCUSED WEALTH MANAGEMENT2+ years Service code 21 216 ROUTE 299 · HIGHLAND, NY 12528 | Bank Trustee | $2,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,670 | $50,860-83.0% | $155,574-94.4% | $77,714-88.8% |
| Participation rate | 64.6% | 63.1%+1.4pp | 78.2%-13.6pp | 70.6%-6.0pp |
| Annual return | 276.05% | 34.86%+241.2pp | 64.87%+211.2pp | 31.26%+244.8pp |
| Employer contribution / active EE | $1,073 | $1,991-46.1% | $4,676-77.0% | $2,727-60.6% |
| Participant deferral / active EE | $911 | $2,825-67.7% | $5,629-83.8% | $4,649-80.4% |
| Admin fee / account holder | $50 | $436-88.4% | $15,914-99.7% | $433-88.3% |