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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,445 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,597 | $45,382-1.7% | $154,110-71.1% | $75,289-40.8% |
| Participation rate | 96.0% | 65.9%+30.1pp | 83.0%+12.9pp | 72.4%+23.6pp |
| Annual return | 3.55% | -0.47%+4.0pp | 735.22%-731.7pp | -0.04%+3.6pp |
| Employer contribution / active EE | $1,335 | $1,533-12.9% | $5,298-74.8% | $2,405-44.5% |
| Participant deferral / active EE | $3,480 | $2,384+46.0% | $5,081-31.5% | $3,739-6.9% |
| Admin fee / account holder | $110 | $89+23.5% | $13,412-99.2% | $102+7.8% |