Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INS. CO. Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,077 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $204,517-100.0% | $69,480-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 74.6%-74.6pp | 74.6%-74.6pp | 73.2%-73.2pp |
| Annual return | 19.79% | 22.10%-2.3pp | 28.99%-9.2pp | 32.58%-12.8pp |
| Employer contribution / active EE | $9,208 | $3,548+159.6% | $2,780+231.3% | $2,504+267.8% |
| Participant deferral / active EE | $6,603 | $3,478+89.8% | $3,537+86.7% | $3,966+66.5% |
| Admin fee / account holder | $0 | $101-100.0% | $3,840-100.0% | $100-100.0% |