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| Provider | Service type | Compensation |
|---|---|---|
FTJ FUNDCHOICE, LLC4+ years Service code 25 · EIN 43-1451185 AIRPORT CENTER WEST · HEBRON, KY 41048 | Directed Trustee | $20,907 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $6,701 |
Service code 37 · EIN 35-0145825 | Loan Processing | $2,850 |
Participant contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,169 | $73,102-69.7% | $123,552-82.1% | $56,287-60.6% |
| Participation rate | 83.2% | 74.3%+8.9pp | 82.3%+0.9pp | 69.9%+13.3pp |
| Annual return | -3.95% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $936 | $2,977-68.6% | $4,628-79.8% | $2,111-55.7% |
| Participant deferral / active EE | $1,392 | $5,423-74.3% | $6,426-78.3% | $3,350-58.5% |
| Admin fee / account holder | $140 | $554-74.8% | $9,285-98.5% | $521-73.2% |