Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $360 |
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 | $49,941 | $51,769-3.5% | $57,356-12.9% | $52,331-4.6% |
| Participation rate | 92.5% | 75.2%+17.2pp | 75.1%+17.4pp | 68.1%+24.4pp |
| Annual return | 1.78% | 2.43%-0.6pp | 24.41%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,972 | $2,335+70.1% | $2,689+47.7% | $1,882+111.1% |
| Participant deferral / active EE | $3,214 | $2,794+15.0% | $3,162+1.6% | $3,022+6.3% |
| Admin fee / account holder | $1 | $295-99.6% | $3,357-100.0% | $592-99.8% |