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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $7,471 |
Filed as: ONEAMERICA SECURITIES INC Service code 27 250 W NORTH ST · INDIANAPOLIS, IN 46202 | Advisory (Plan) | $2,946 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 1559 · HARTFORD, CT 06144 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,631 | $50,820-61.4% | $155,567-87.4% | $77,671-74.7% |
| Participation rate | 85.8% | 63.1%+22.7pp | 78.2%+7.6pp | 70.6%+15.3pp |
| Annual return | 15.70% | 34.85%-19.2pp | 64.74%-49.0pp | 31.21%-15.5pp |
| Employer contribution / active EE | $1,562 | $1,993-21.6% | $4,674-66.6% | $2,726-42.7% |
| Participant deferral / active EE | $867 | $2,823-69.3% | $5,628-84.6% | $4,648-81.3% |
| Admin fee / account holder | $12 | $436-97.3% | $15,916-99.9% | $430-97.3% |