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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $145,102 |
HANYS BENEFIT SERVICES2 years Service code 13 1 EMPIRE DR · RENSSELEAR, NY 12144 | Contract Administrator | $69,586 |
UNUM LIFE INS. CO. OF AMERICA3+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $64,886 | $46,173+40.5% | $170,435-61.9% | $69,631-6.8% |
| Participation rate | 95.4% | 63.9%+31.5pp | 83.6%+11.8pp | 70.7%+24.7pp |
| Annual return | 22.52% | 21.62%+0.9pp | 205.94%-183.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $1,748 | $1,610+8.6% | $5,432-67.8% | $2,032-14.0% |
| Participant deferral / active EE | $2,839 | $2,080+36.5% | $4,939-42.5% | $3,224-11.9% |
| Admin fee / account holder | $253 | $116+118.6% | $13,881-98.2% | $110+129.5% |