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 CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $462,245 |
HANYS BENEFIT SERVICES6 years Service code 13 · EIN 14-1764768 | Contract Administrator | $82,976 |
FUST CHARLES CHAMBERS LLP2 years Filed as: FUST CHARLES CHAMBERS Service code 13 5784 WIDEWATERS PARKWAY · SYRACUSE, NY 13214 | Contract Administrator | $3,055 |
UNUM LIFE INS. CO. OF AMERICA7+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,740 | $67,512+77.4% | $185,854-35.6% | $93,010+28.7% |
| Participation rate | 36.3% | 67.1%-30.8pp | 81.7%-45.4pp | 73.9%-37.6pp |
| Annual return | 11.86% | 21.04%-9.2pp | 122.12%-110.3pp | 158.70%-146.8pp |
| Employer contribution / active EE | $1,086 | $1,783-39.1% | $5,169-79.0% | $2,705-59.8% |
| Participant deferral / active EE | $1,512 | $3,035-50.2% | $5,569-72.9% | $4,561-66.9% |
| Admin fee / account holder | $334 | $318+5.2% | $16,246-97.9% | $152+120.3% |