Filed June 3, 2014
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 |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $1,701 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,550 | $52,467-28.4% | $57,196-34.3% | $55,167-31.9% |
| Participation rate | 70.6% | 75.8%-5.2pp | 75.3%-4.7pp | 69.0%+1.7pp |
| Annual return | 5.18% | 7.72%-2.5pp | 14.59%-9.4pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,558 | $2,477-37.1% | $2,683-41.9% | $1,963-20.6% |
| Participant deferral / active EE | $1,540 | $2,830-45.6% | $3,096-50.3% | $3,054-49.6% |
| Admin fee / account holder | $6 | $269-97.8% | $3,141-99.8% | $504-98.8% |