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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 13 · EIN 41-0451140 | Contract Administrator | $42,146 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $12,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,069 | $62,928-74.5% | $172,752-90.7% | $67,579-76.2% |
| Participation rate | 22.9% | 64.5%-41.6pp | 82.6%-59.8pp | 71.3%-48.4pp |
| Annual return | 16.86% | 30.36%-13.5pp | 802.97%-786.1pp | 378.56%-361.7pp |
| Employer contribution / active EE | $342 | $1,636-79.1% | $5,144-93.3% | $2,148-84.1% |
| Participant deferral / active EE | $455 | $2,145-78.8% | $5,198-91.2% | $3,539-87.1% |
| Admin fee / account holder | $54 | $167-67.3% | $13,955-99.6% | $142-61.8% |