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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,083 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 1159 · HARTFORD, CT 06144 | 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 | $33,737 | $46,332-27.2% | $143,797-76.5% | $64,824-48.0% |
| Participation rate | 78.1% | 64.2%+13.9pp | 80.3%-2.2pp | 71.5%+6.7pp |
| Annual return | -6.33% | -10.05%+3.7pp | -0.04%-6.3pp | 32.84%-39.2pp |
| Employer contribution / active EE | $1,278 | $1,911-33.1% | $4,952-74.2% | $2,507-49.0% |
| Participant deferral / active EE | $877 | $2,647-66.9% | $5,638-84.4% | $4,311-79.6% |
| Admin fee / account holder | $8 | $154-94.9% | $14,679-99.9% | $188-95.8% |