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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $58,281 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $43,515 |
Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Investment management; Distribution (... | $8,161 |
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $90 |
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 | $36,265 | $37,213-2.5% | $156,551-76.8% | $63,975-43.3% |
| Participation rate | 69.2% | 65.0%+4.3pp | 84.0%-14.8pp | 71.1%-1.9pp |
| Annual return | 9.69% | 47.89%-38.2pp | 32.23%-22.5pp | 48.65%-39.0pp |
| Employer contribution / active EE | $1,672 | $1,357+23.3% | $5,501-69.6% | $2,182-23.3% |
| Participant deferral / active EE | $2,116 | $2,070+2.2% | $4,871-56.6% | $3,356-37.0% |
| Admin fee / account holder | $124 | $56+120.2% | $13,028-99.0% | $70+76.1% |