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 | $121,429 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $45,526 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,266 | $37,196+107.7% | $154,108-49.9% | $55,725+38.7% |
| Participation rate | 67.9% | 64.1%+3.8pp | 83.0%-15.2pp | 70.9%-3.0pp |
| Annual return | -3.84% | 1319.68%-1323.5pp | 735.21%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,942 | $1,614+20.3% | $5,298-63.3% | $2,078-6.6% |
| Participant deferral / active EE | $3,222 | $2,068+55.8% | $5,081-36.6% | $3,356-4.0% |
| Admin fee / account holder | $238 | $102+134.5% | $13,411-98.2% | $115+106.8% |