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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 | $101,499-6.6% | $147,005-35.5% | $74,546+27.1% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 11.73% | 8732.34%-8720.6pp | 418.76%-407.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $5,765 | $3,811+51.3% | $4,934+16.8% | $2,624+119.7% |
| Participant deferral / active EE | $5,972 | $7,304-18.2% | $8,070-26.0% | $4,347+37.4% |
| Admin fee / account holder | $320 | $1,748-81.7% | $13,006-97.5% | $1,944-83.5% |