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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $114,227 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $69,277 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Recordkeeping fees; Shareholder servi... | $6,313 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,367 | $56,095-8.4% | $178,503-71.2% | $90,274-43.1% |
| Participation rate | 76.3% | 65.6%+10.7pp | 81.9%-5.7pp | 73.4%+2.9pp |
| Annual return | 16.45% | 28.81%-12.4pp | 151.12%-134.7pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,918 | $1,572+21.9% | $5,011-61.7% | $2,523-24.0% |
| Participant deferral / active EE | $2,412 | $2,669-9.6% | $5,202-53.6% | $4,231-43.0% |
| Admin fee / account holder | $166 | $101+64.9% | $13,987-98.8% | $114+45.5% |