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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $43,046 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 2000 21ST AVENUE NW · MINOT, ND 58703 | Sub-TA Fees | $8,432 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Annual investment return 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 | $28,831 | $54,237-46.8% | $90,304-68.1% | $67,579-57.3% |
| Participation rate | 93.3% | 68.6%+24.6pp | 73.3%+20.0pp | 71.3%+22.0pp |
| Annual return | 9.03% | 37.27%-28.2pp | 78.13%-69.1pp | 378.56%-369.5pp |
| Employer contribution / active EE | $2,008 | $1,846+8.8% | $2,855-29.7% | $2,148-6.5% |
| Participant deferral / active EE | $1,579 | $2,625-39.8% | $3,885-59.3% | $3,539-55.4% |
| Admin fee / account holder | $24 | $123-80.8% | $5,354-99.6% | $142-83.4% |