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| Provider | Service type | Compensation |
|---|---|---|
BPAS2+ years Service code 15 · EIN 16-1503696 6 ROADS BLVD · UTICA, NY 13502 | Recordkeeping | $9,421 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,956 | $46,072-2.4% | $70,014-35.8% | $55,167-18.5% |
| Participation rate | 70.4% | 67.5%+3.0pp | 71.8%-1.4pp | 69.0%+1.4pp |
| Annual return | 5.26% | 8.68%-3.4pp | 12.99%-7.7pp | 169.23%-164.0pp |
| Employer contribution / active EE | $154 | $1,500-89.7% | $2,338-93.4% | $1,963-92.1% |
| Participant deferral / active EE | $2,091 | $2,344-10.8% | $2,931-28.7% | $3,054-31.5% |
| Admin fee / account holder | $132 | $428-69.1% | $4,380-97.0% | $504-73.8% |