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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $333,987 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,525 |
Filed as: FIDELITY INVESTMENTS INST. OPER. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,649 |
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 | $36,377 | $48,835-25.5% | $170,435-78.7% | $177,276-79.5% |
| Participation rate | 96.9% | 72.1%+24.8pp | 83.6%+13.3pp | 74.8%+22.0pp |
| Annual return | 16.76% | 19.44%-2.7pp | 205.94%-189.2pp | 21.25%-4.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,432-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $39 | $52-24.1% | $13,881-99.7% | $154-74.4% |