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| Provider | Service type | Compensation |
|---|---|---|
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN TEMPLETON DISTRIBUTORS Service code 64 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Recordkeeping Fees | $0 |
Filed as: MUTUAL OF AMERICA Service code 64 FOUR WESTBROOK CORPORATE CENTER · WESTCHESTER, IL 60154 | Recordkeeping Fees | $0 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 405 EMMONS AVE · ROCK FALLS, IA 61071 | Recordkeeping Fees | $0 |
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 | $28,113 | $41,854-32.8% | $73,835-61.9% | $52,331-46.3% |
| Participation rate | 97.0% | 66.2%+30.8pp | 73.4%+23.6pp | 68.1%+28.9pp |
| Annual return | 6.12% | 2.11%+4.0pp | 2268.13%-2262.0pp | 4.54%+1.6pp |
| Employer contribution / active EE | $819 | $1,920-57.3% | $2,788-70.6% | $1,882-56.5% |
| Participant deferral / active EE | $1,056 | $2,498-57.7% | $3,583-70.5% | $3,022-65.1% |
| Admin fee / account holder | $7 | $493-98.7% | $4,880-99.9% | $592-98.9% |