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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $825 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 PO BOX 1559 · HARTFORD, CT 061441559 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,923 | $73,839-3.9% | $143,788-50.7% | $68,495+3.5% |
| Participation rate | 0.0% | 66.7%-66.7pp | 80.3%-80.3pp | 67.9%-67.9pp |
| Annual return | 6.22% | 1.01%+5.2pp | -0.03%+6.3pp | -7.84%+14.1pp |
| Employer contribution / active EE | $696 | $3,184-78.1% | $4,952-85.9% | $2,596-73.2% |
| Participant deferral / active EE | $899 | $3,384-73.4% | $5,638-84.1% | $4,028-77.7% |
| Admin fee / account holder | $6,112 | $5,755+6.2% | $14,675-58.4% | $5,403+13.1% |