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 | $123,363 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SVCS. Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $100,233 |
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $219 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,263 | $46,332+97.0% | $143,797-36.5% | $64,824+40.8% |
| Participation rate | 71.0% | 64.2%+6.8pp | 80.3%-9.3pp | 71.5%-0.4pp |
| Annual return | -14.15% | -10.05%-4.1pp | -0.04%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,395 | $1,911+25.3% | $4,952-51.6% | $2,507-4.5% |
| Participant deferral / active EE | $3,647 | $2,647+37.8% | $5,638-35.3% | $4,311-15.4% |
| Admin fee / account holder | $289 | $154+87.8% | $14,679-98.0% | $188+53.8% |