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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,462 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $106,960 | $92,091+16.1% | $63,018+69.7% | $77,958+37.2% |
| Participation rate | 98.2% | 74.5%+23.7pp | 74.8%+23.4pp | 71.6%+26.5pp |
| Annual return | 17.05% | 16.23%+0.8pp | 87.63%-70.6pp | 20.87%-3.8pp |
| Employer contribution / active EE | $8,548 | $3,424+149.6% | $2,761+209.6% | $2,310+270.0% |
| Participant deferral / active EE | $5,413 | $3,361+61.1% | $3,330+62.6% | $3,537+53.1% |
| Admin fee / account holder | $0 | $48-99.9% | $3,601-100.0% | $97-100.0% |