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 INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 5050 · MINOT, ND 580725050 | Recordkeeping Fees | $18,685 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,504 | $37,117-71.7% | $147,618-92.9% | $55,191-81.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 2.78% | 3.44%-0.7pp | 61.98%-59.2pp | 10.78%-8.0pp |
| Employer contribution / active EE | $279 | $1,620-82.8% | $5,565-95.0% | $1,899-85.3% |
| Participant deferral / active EE | $320 | $1,985-83.9% | $4,895-93.5% | $3,046-89.5% |
| Admin fee / account holder | $14 | $86-83.6% | $11,612-99.9% | $91-84.5% |