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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 5050 · MINOT, ND 580725050 | Recordkeeping Fees | $21,026 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $10,797 | $36,916-70.8% | $156,551-93.1% | $57,658-81.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 2.79% | 12.38%-9.6pp | 32.23%-29.4pp | 5.13%-2.3pp |
| Employer contribution / active EE | $276 | $1,571-82.4% | $5,501-95.0% | $1,974-86.0% |
| Participant deferral / active EE | $296 | $1,926-84.6% | $4,871-93.9% | $3,061-90.3% |
| Admin fee / account holder | $9 | $82-89.5% | $13,028-99.9% | $95-90.8% |