Filed December 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $154,469 |
SC&H ATTEST SERVICES, P.C.1+ years Service code 10 · EIN 52-1743645 | Accounting | $17,650 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,184 | $67,512+17.3% | $185,854-57.4% | $93,010-14.9% |
| Participation rate | 52.1% | 67.1%-15.0pp | 81.7%-29.6pp | 73.9%-21.8pp |
| Annual return | 65.72% | 21.04%+44.7pp | 122.12%-56.4pp | 158.70%-93.0pp |
| Employer contribution / active EE | $458 | $1,783-74.3% | $5,169-91.1% | $2,705-83.1% |
| Participant deferral / active EE | $2,934 | $3,035-3.3% | $5,569-47.3% | $4,561-35.7% |
| Admin fee / account holder | $69 | $318-78.1% | $16,246-99.6% | $152-54.2% |