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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $6,725 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,552 |
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 | $27,936 | $37,196-24.9% | $154,114-81.9% | $55,725-49.9% |
| Participation rate | 92.7% | 64.1%+28.6pp | 83.0%+9.7pp | 70.9%+21.8pp |
| Annual return | -3.88% | 1319.68%-1323.6pp | 735.16%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,074 | $1,614+90.4% | $5,298-42.0% | $2,078+47.9% |
| Participant deferral / active EE | $3,818 | $2,068+84.6% | $5,081-24.9% | $3,356+13.8% |
| Admin fee / account holder | $6 | $102-94.4% | $13,411-100.0% | $115-95.1% |