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| Provider | Service type | Compensation |
|---|---|---|
DIGITIAL INSURANCE1 year Service code 99 · EIN 58-2522668 200 GALLERIA PARKWAY · ATLANTA, GA 30339 | Other Fees | $44,274 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 550 · MINOT, ND 58702 | Recordkeeping Fees | $23,170 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,997 | $56,095-92.9% | $178,503-97.8% | $90,274-95.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 81.9%+18.1pp | 73.4%+26.6pp |
| Annual return | 2.19% | 28.81%-26.6pp | 151.12%-148.9pp | 53.97%-51.8pp |
| Employer contribution / active EE | $97 | $1,572-93.8% | $5,011-98.1% | $2,523-96.1% |
| Participant deferral / active EE | $105 | $2,669-96.1% | $5,202-98.0% | $4,231-97.5% |
| Admin fee / account holder | $0 | $101-100.0% | $13,987-100.0% | $114-100.0% |