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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $17,462 |
Service code 64 PO BOX 219697 · KANSAS CITY, MO 641219697 | Recordkeeping Fees | $12,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $13,402 | $47,977-72.1% | $154,111-91.3% | $56,287-76.2% |
| Participation rate | 64.0% | 66.2%-2.2pp | 83.0%-19.0pp | 69.9%-5.9pp |
| Annual return | 0.40% | 3.54%-3.1pp | 735.18%-734.8pp | -9.96%+10.4pp |
| Employer contribution / active EE | $498 | $2,169-77.0% | $5,298-90.6% | $2,111-76.4% |
| Participant deferral / active EE | $1,030 | $2,392-56.9% | $5,081-79.7% | $3,350-69.2% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |