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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $2,017 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 P.O. BOX 1559 · HARTFORD, CT 06144 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,955 | $81,358-84.1% | $155,556-91.7% | $80,959-84.0% |
| Participation rate | 89.7% | 66.3%+23.5pp | 78.2%+11.5pp | 67.7%+22.1pp |
| Annual return | 15.77% | 33.39%-17.6pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $981 | $3,106-68.4% | $4,675-79.0% | $2,757-64.4% |
| Participant deferral / active EE | $1,059 | $3,455-69.4% | $5,631-81.2% | $4,300-75.4% |
| Admin fee / account holder | $631 | $7,994-92.1% | $15,885-96.0% | $6,925-90.9% |