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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,660 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 58702 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,491 | $52,293-39.8% | $178,503-82.4% | $73,412-57.1% |
| Participation rate | 75.0% | 65.3%+9.7pp | 81.9%-6.9pp | 72.2%+2.8pp |
| Annual return | 13.68% | 34.75%-21.1pp | 151.12%-137.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $1,225 | $1,736-29.4% | $5,011-75.5% | $2,234-45.1% |
| Participant deferral / active EE | $755 | $2,333-67.6% | $5,202-85.5% | $3,806-80.2% |
| Admin fee / account holder | $7 | $127-94.3% | $13,987-99.9% | $158-95.4% |