Filed December 22, 2005 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $230,099 |
HANYS BENEFIT SERVICES4 years Service code 13 · EIN 14-1764768 | Contract Administrator | $89,697 |
UNUM LIFE INS. CO. OF AMERICA5+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,390 | $47,456+103.1% | $172,739-44.2% | $77,787+23.9% |
| Participation rate | 39.0% | 66.3%-27.2pp | 82.6%-43.6pp | 73.2%-34.2pp |
| Annual return | 17.50% | 35.57%-18.1pp | 802.84%-785.3pp | 32.57%-15.1pp |
| Employer contribution / active EE | $981 | $1,574-37.7% | $5,143-80.9% | $2,504-60.8% |
| Participant deferral / active EE | $1,234 | $2,560-51.8% | $5,198-76.3% | $3,967-68.9% |
| Admin fee / account holder | $182 | $81+124.8% | $13,954-98.7% | $100+81.6% |