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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $284,211 |
Filed as: VOYA RETIREMENT INSURANCE CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,307 | $50,169+40.1% | $149,740-53.0% | $80,187-12.3% |
| Participation rate | 70.2% | 64.3%+5.9pp | 78.8%-8.6pp | 72.9%-2.8pp |
| Annual return | 16.69% | 29.82%-13.1pp | 134.51%-117.8pp | 40.40%-23.7pp |
| Employer contribution / active EE | $1,525 | $1,869-18.4% | $4,821-68.4% | $2,980-48.8% |
| Participant deferral / active EE | $4,263 | $3,194+33.5% | $5,683-25.0% | $5,016-15.0% |
| Admin fee / account holder | $153 | $153+0.1% | $13,222-98.8% | $145+5.5% |