Filed December 29, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEALTHCARE COMMUNITY SECURITIES COR10+ years Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $148,088 |
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $111,552 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $480 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,514 | $50,812+99.8% | $155,602-34.8% | $77,692+30.7% |
| Participation rate | 68.6% | 63.1%+5.5pp | 78.2%-9.6pp | 70.6%-1.9pp |
| Annual return | 12.81% | 34.85%-22.0pp | 64.81%-52.0pp | 31.25%-18.4pp |
| Employer contribution / active EE | $1,839 | $1,989-7.5% | $4,675-60.7% | $2,726-32.5% |
| Participant deferral / active EE | $3,600 | $2,822+27.6% | $5,629-36.0% | $4,648-22.6% |
| Admin fee / account holder | $299 | $436-31.3% | $15,923-98.1% | $431-30.4% |