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 | $113,890 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $56,569 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $202 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,678 | $52,293+79.1% | $178,503-47.5% | $73,412+27.6% |
| Participation rate | 71.4% | 65.3%+6.0pp | 81.9%-10.6pp | 72.2%-0.8pp |
| Annual return | 14.89% | 34.75%-19.9pp | 151.12%-136.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,990 | $1,736+14.6% | $5,011-60.3% | $2,234-10.9% |
| Participant deferral / active EE | $3,471 | $2,333+48.8% | $5,202-33.3% | $3,806-8.8% |
| Admin fee / account holder | $217 | $127+70.2% | $13,987-98.5% | $158+37.3% |