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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 14-1764768 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $120,424 |
Service code 15 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 135026374 | Recordkeeping | $120,420 |
LINCOLN NATIONAL CORPORATION8 years Filed as: LINCOLN INVESTMENT Service code 12 · EIN 23-1702591 | Investment management; Recordkeeping ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,622 | $50,150+10.9% | $149,723-62.9% | $80,169-30.6% |
| Participation rate | 76.4% | 64.3%+12.1pp | 78.8%-2.4pp | 72.9%+3.4pp |
| Annual return | 16.98% | 29.80%-12.8pp | 134.50%-117.5pp | 40.39%-23.4pp |
| Employer contribution / active EE | $2,324 | $1,868+24.4% | $4,821-51.8% | $2,978-22.0% |
| Participant deferral / active EE | $2,884 | $3,195-9.7% | $5,682-49.2% | $5,016-42.5% |
| Admin fee / account holder | $195 | $153+27.5% | $13,215-98.5% | $145+34.2% |