Filed April 24, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $27,837 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $27,096 |
Filed as: RELIASTAR LIFE INSURANCE Service code 64 | Recordkeeping Fees | $12,611 |
TIAA5+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,999 |
Filed as: ING MUTUAL FUNDS Service code 28 | Investment Management | $655 |
Filed as: FIDELITY FUNDS Service code 28 | Investment Management | $127 |
PIMCO FUNDS1 year Service code 28 | Investment Management | $28 |
Filed as: ING FINANCIAL ADVISERS Service code 63 | 12b-1 Fees | $3 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,305 | $95,542-33.7% | $69,455-8.9% | $67,579-6.3% |
| Participation rate | 67.8% | 79.4%-11.6pp | 74.6%-6.8pp | 71.3%-3.5pp |
| Annual return | 17.16% | 17.67%-0.5pp | 28.97%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $1,083 | $2,989-63.8% | $2,779-61.0% | $2,148-49.6% |
| Participant deferral / active EE | $1,505 | $3,263-53.9% | $3,535-57.4% | $3,539-57.5% |
| Admin fee / account holder | $54 | $90-39.8% | $3,839-98.6% | $142-62.0% |