Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $34,033 |
Filed as: GLOBAL RETIREMENT PARNERS, LLC-H/O Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,250 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $6,750 |
AMERIPRISE FINANCIAL SERVICES INC11+ years Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $447 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,850 | $64,705+62.0% | $62,929+66.6% | $67,986+54.2% |
| Participation rate | 99.2% | 65.6%+33.6pp | 73.1%+26.1pp | 57.2%+42.0pp |
| Annual return | 15.94% | 20.31%-4.4pp | 1063.93%-1048.0pp | 31.67%-15.7pp |
| Employer contribution / active EE | $5,904 | $2,376+148.5% | $2,505+135.7% | $2,019+192.4% |
| Participant deferral / active EE | $6,653 | $3,198+108.0% | $3,888+71.1% | $3,358+98.1% |
| Admin fee / account holder | $169 | $1,428-88.2% | $5,065-96.7% | $3,203-94.7% |