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| Provider | Service type | Compensation |
|---|---|---|
UNUM LIFE INS. CO. OF AMERICA5+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 | Recordkeeping | $0 |
UNUM LIFE INS. CO. OF AMERICA5+ years Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,928-100.0% | $172,752-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 82.6%-82.6pp | 71.3%-71.3pp |
| Annual return | 11.00% | 30.36%-19.4pp | 802.97%-792.0pp | 378.56%-367.6pp |
| Employer contribution / active EE | $6 | $1,636-99.6% | $5,144-99.9% | $2,148-99.7% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |