Filed February 21, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $368,791 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $98,088 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,014 |
Filed as: FIDELITY INVESTMENTS INST. OPER. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $11,722 |
Form 5500 reported that benefits due were not provided when due.
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 | $27,617 | $63,964-56.8% | $147,618-81.3% | $67,505-59.1% |
| Participation rate | 98.5% | 68.6%+29.9pp | 84.6%+13.9pp | 71.2%+27.3pp |
| Annual return | 25.55% | 9.05%+16.5pp | 61.98%-36.4pp | 6.52%+19.0pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $33 | $43-22.4% | $11,612-99.7% | $56-40.9% |