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 | $136,136 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $78,721 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $328 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,811 | $56,540+73.0% | $185,851-47.4% | $86,821+12.7% |
| Participation rate | 70.8% | 65.5%+5.3pp | 81.7%-10.9pp | 72.3%-1.5pp |
| Annual return | 12.02% | 118.20%-106.2pp | 122.11%-110.1pp | 97.94%-85.9pp |
| Employer contribution / active EE | $2,077 | $1,844+12.6% | $5,168-59.8% | $2,406-13.7% |
| Participant deferral / active EE | $3,259 | $2,555+27.5% | $5,569-41.5% | $4,132-21.1% |
| Admin fee / account holder | $254 | $150+69.5% | $16,245-98.4% | $170+49.6% |