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 | $95,107 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $41,248 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $227 |
UNUM LIFE INS. CO. OF AMERICA2+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $59,032 | $36,916+59.9% | $156,551-62.3% | $57,658+2.4% |
| Participation rate | 91.8% | 63.4%+28.4pp | 84.0%+7.8pp | 70.2%+21.6pp |
| Annual return | 6.30% | 12.38%-6.1pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,852 | $1,571+17.9% | $5,501-66.3% | $1,974-6.2% |
| Participant deferral / active EE | $3,100 | $1,926+61.0% | $4,871-36.4% | $3,061+1.3% |
| Admin fee / account holder | $167 | $82+101.9% | $13,028-98.7% | $95+76.2% |