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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $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 | $50,919-61.4% | $155,556-87.4% | $77,762-74.8% |
| Participation rate | 85.8% | 63.1%+22.8pp | 78.2%+7.6pp | 70.6%+15.3pp |
| Annual return | 15.70% | 34.84%-19.1pp | 64.84%-49.1pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,562 | $1,991-21.6% | $4,675-66.6% | $2,728-42.7% |
| Participant deferral / active EE | $867 | $2,824-69.3% | $5,631-84.6% | $4,651-81.4% |
| Admin fee / account holder | $12 | $437-97.3% | $15,885-99.9% | $433-97.3% |