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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 58 · EIN 74-1625348 | Product termination fees (surrender c... | $770 |
UNUM LIFE INS. CO. OF AMERICA2+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 | Recordkeeping | $125 |
UNUM LIFE INS. CO. OF AMERICA2+ years 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.
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 | $36,916-100.0% | $156,551-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 84.0%-84.0pp | 70.2%-70.2pp |
| Annual return | 4.86% | 12.38%-7.5pp | 32.23%-27.4pp | 5.13%-0.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |