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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 | $101,591-6.7% | $147,096-35.6% | $74,429+27.3% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 11.73% | 8746.45%-8734.7pp | 419.75%-408.0pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $5,765 | $3,813+51.2% | $4,936+16.8% | $2,625+119.6% |
| Participant deferral / active EE | $5,972 | $7,302-18.2% | $8,071-26.0% | $4,348+37.3% |
| Admin fee / account holder | $320 | $1,750-81.7% | $13,005-97.5% | $1,944-83.5% |