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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $346,707 |
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 | $75,786 | $53,204+42.4% | $155,556-51.3% | $200,096-62.1% |
| Participation rate | 71.6% | 64.1%+7.5pp | 78.2%-6.6pp | 72.0%-0.4pp |
| Annual return | 13.48% | 41.02%-27.5pp | 64.84%-51.4pp | 34.26%-20.8pp |
| Employer contribution / active EE | $1,575 | $1,850-14.9% | $4,675-66.3% | $3,038-48.2% |
| Participant deferral / active EE | $4,479 | $3,163+41.6% | $5,631-20.4% | $5,090-12.0% |
| Admin fee / account holder | $185 | $186-0.4% | $15,885-98.8% | $269-31.3% |