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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $18,508 |
Service code 64 PO BOX 219697 · KANSAS CITY, MO 641219697 | Recordkeeping Fees | $5,735 |
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 | $12,987 | $58,888-77.9% | $178,498-92.7% | $73,493-82.3% |
| Participation rate | 70.9% | 66.2%+4.7pp | 81.9%-11.0pp | 70.7%+0.2pp |
| Annual return | 8.61% | 24.86%-16.3pp | 151.09%-142.5pp | 28.51%-19.9pp |
| Employer contribution / active EE | $578 | $2,236-74.1% | $5,011-88.5% | $2,270-74.5% |
| Participant deferral / active EE | $1,109 | $2,568-56.8% | $5,202-78.7% | $3,740-70.4% |
| Admin fee / account holder | $17 | $400-95.6% | $13,985-99.9% | $513-96.6% |