Filed August 15, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $127,583 |
CETERA ADVISOR NETWORKS LLC2 years Service code 27 2301 ROSENCRANS AVE, SUITE 5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $59,474 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $17,157 |
Service code 15 | Recordkeeping | $6,944 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 · EIN 41-0451140 | Sub-TA Fees | $4,008 |
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 | $36,304 | $46,332-21.6% | $143,799-74.8% | $64,819-44.0% |
| Participation rate | 84.6% | 64.2%+20.3pp | 80.3%+4.2pp | 71.5%+13.1pp |
| Annual return | -9.89% | -10.05%+0.2pp | -0.04%-9.8pp | 32.84%-42.7pp |
| Employer contribution / active EE | $2,020 | $1,911+5.7% | $4,952-59.2% | $2,507-19.4% |
| Participant deferral / active EE | $2,666 | $2,647+0.7% | $5,638-52.7% | $4,311-38.2% |
| Admin fee / account holder | $94 | $154-39.1% | $14,677-99.4% | $188-50.1% |