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| Provider | Service type | Compensation |
|---|---|---|
UNUM LIFE INS. CO. OF AMERICA10+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $10,575 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,576 | $81,358-83.3% | $155,556-91.3% | $80,959-83.2% |
| Participation rate | 74.5% | 66.3%+8.3pp | 78.2%-3.7pp | 67.7%+6.9pp |
| Annual return | 9.03% | 33.39%-24.4pp | 64.84%-55.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $29 | $7,994-99.6% | $15,885-99.8% | $6,925-99.6% |