Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $9,629 |
FTJ FUNDCHOICE, LLC2+ years Service code 28 · EIN 43-1451185 AIRPORT CENTER WEST · HEBRON, KY 41048 | Investment Management | $7,641 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,955 | $75,183-45.5% | $123,894-66.9% | $55,167-25.8% |
| Participation rate | 54.2% | 72.8%-18.6pp | 81.4%-27.2pp | 69.0%-14.8pp |
| Annual return | 3.55% | 19.01%-15.5pp | 47.52%-44.0pp | 169.23%-165.7pp |
| Employer contribution / active EE | $971 | $2,823-65.6% | $4,617-79.0% | $1,963-50.5% |
| Participant deferral / active EE | $1,091 | $5,084-78.5% | $5,984-81.8% | $3,054-64.3% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |