Filed July 13, 2010 (most recent of 2 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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,285 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,340 | $44,989+54.1% | $170,435-59.3% | $77,958-11.1% |
| Participation rate | 59.7% | 64.6%-4.9pp | 83.6%-23.9pp | 71.6%-12.0pp |
| Annual return | 15.82% | 19.61%-3.8pp | 205.94%-190.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $1,149 | $1,466-21.6% | $5,432-78.8% | $2,310-50.3% |
| Participant deferral / active EE | $2,975 | $2,208+34.8% | $4,939-39.8% | $3,537-15.9% |
| Admin fee / account holder | $3 | $69-95.5% | $13,881-100.0% | $97-96.8% |