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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $1,939 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 1159 · HARTFORD, CT 06144 | Recordkeeping Fees | $0 |
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 | $37,821 | $56,540-33.1% | $185,849-79.6% | $86,821-56.4% |
| Participation rate | 74.5% | 65.5%+9.0pp | 81.7%-7.2pp | 72.3%+2.2pp |
| Annual return | 21.41% | 118.20%-96.8pp | 122.10%-100.7pp | 97.94%-76.5pp |
| Employer contribution / active EE | $1,241 | $1,844-32.7% | $5,169-76.0% | $2,406-48.4% |
| Participant deferral / active EE | $984 | $2,555-61.5% | $5,569-82.3% | $4,132-76.2% |
| Admin fee / account holder | $9 | $150-94.3% | $16,244-99.9% | $170-95.0% |