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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $34,439 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,753 | $101,672-6.8% | $147,117-35.6% | $74,478+27.2% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 11.73% | 8757.83%-8746.1pp | 420.54%-408.8pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $5,765 | $3,813+51.2% | $4,932+16.9% | $2,626+119.5% |
| Participant deferral / active EE | $5,972 | $7,305-18.2% | $8,065-25.9% | $4,350+37.3% |
| Admin fee / account holder | $320 | $1,753-81.8% | $12,993-97.5% | $1,946-83.6% |