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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $315,263 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $0 |
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 | $52,854 | $47,456+11.4% | $172,757-69.4% | $77,775-32.0% |
| Participation rate | 84.5% | 66.3%+18.3pp | 82.6%+1.9pp | 73.2%+11.3pp |
| Annual return | 18.73% | 35.57%-16.8pp | 803.06%-784.3pp | 32.58%-13.8pp |
| Employer contribution / active EE | $1,269 | $1,574-19.4% | $5,144-75.3% | $2,504-49.3% |
| Participant deferral / active EE | $3,149 | $2,560+23.0% | $5,198-39.4% | $3,966-20.6% |
| Admin fee / account holder | $139 | $81+72.1% | $13,956-99.0% | $100+39.0% |