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| Provider | Service type | Compensation |
|---|---|---|
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 | Recordkeeping | $182 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 58 · EIN 74-1625348 | Product termination fees (surrender c... | $10 |
UNUM LIFE INS. CO. OF AMERICA1+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,117-100.0% | $147,617-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 63.6%-63.6pp | 84.6%-84.6pp | 69.2%-69.2pp |
| Annual return | 1.25% | 3.44%-2.2pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |