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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $74,101 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $50,348 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Participant communication; Shareholde... | $9,348 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Investment management; Sales loads (f... | $90 |
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 | $40,762 | $44,989-9.4% | $170,435-76.1% | $77,958-47.7% |
| Participation rate | 85.4% | 64.6%+20.8pp | 83.6%+1.8pp | 71.6%+13.7pp |
| Annual return | 15.83% | 19.61%-3.8pp | 205.94%-190.1pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,704 | $1,466+16.2% | $5,432-68.6% | $2,310-26.3% |
| Participant deferral / active EE | $2,123 | $2,208-3.8% | $4,939-57.0% | $3,537-40.0% |
| Admin fee / account holder | $136 | $69+97.7% | $13,881-99.0% | $97+40.0% |