Filed December 29, 2015 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $91,495 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $40,878 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $178 |
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,009 | $37,117+94.0% | $147,617-51.2% | $55,191+30.5% |
| Participation rate | 64.1% | 63.6%+0.5pp | 84.6%-20.5pp | 69.2%-5.1pp |
| Annual return | 1.59% | 3.44%-1.8pp | 61.98%-60.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,747 | $1,620+7.8% | $5,564-68.6% | $1,899-8.0% |
| Participant deferral / active EE | $2,895 | $1,985+45.8% | $4,895-40.9% | $3,046-5.0% |
| Admin fee / account holder | $213 | $86+149.2% | $11,612-98.2% | $91+134.9% |