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 | $110,417 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $45,038 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,725 | $46,173+83.5% | $170,442-50.3% | $69,631+21.7% |
| Participation rate | 64.5% | 63.9%+0.6pp | 83.6%-19.1pp | 70.7%-6.2pp |
| Annual return | 14.52% | 21.62%-7.1pp | 205.93%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,755 | $1,610+9.0% | $5,433-67.7% | $2,032-13.6% |
| Participant deferral / active EE | $2,947 | $2,080+41.7% | $4,939-40.3% | $3,224-8.6% |
| Admin fee / account holder | $236 | $116+103.5% | $13,880-98.3% | $110+113.6% |