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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $305,245 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 64 · EIN 71-0294708 | 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 | $64,321 | $45,000+42.9% | $143,801-55.3% | $77,906-17.4% |
| Participation rate | 69.3% | 66.8%+2.5pp | 80.3%-11.0pp | 73.7%-4.4pp |
| Annual return | -15.15% | 29.03%-44.2pp | -0.04%-15.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $1,504 | $1,870-19.6% | $4,952-69.6% | $2,846-47.2% |
| Participant deferral / active EE | $3,969 | $3,157+25.7% | $5,639-29.6% | $4,805-17.4% |
| Admin fee / account holder | $165 | $98+67.4% | $14,680-98.9% | $133+24.3% |