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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $276,821 |
HANYS BENEFIT SERVICES7 years Service code 13 · EIN 14-1764768 | Contract Administrator | $64,231 |
Filed as: FUSTCHARLES LLP Service code 13 · EIN 16-1226221 220 S WARREN ST · SYRACUSE, NY 13202 | Contract Administrator | $3,790 |
UNUM LIFE INS. CO. OF AMERICA8+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,176 | $45,000+115.9% | $143,757-32.4% | $77,904+24.7% |
| Participation rate | 37.5% | 66.8%-29.3pp | 80.3%-42.8pp | 73.7%-36.2pp |
| Annual return | -12.97% | 29.03%-42.0pp | -0.04%-12.9pp | 12.21%-25.2pp |
| Employer contribution / active EE | $998 | $1,870-46.6% | $4,951-79.8% | $2,848-64.9% |
| Participant deferral / active EE | $1,580 | $3,157-50.0% | $5,637-72.0% | $4,806-67.1% |
| Admin fee / account holder | $201 | $98+104.1% | $14,673-98.6% | $133+51.5% |