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 | $416 |
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 | $52,585 | $52,467+0.2% | $57,196-8.1% | $55,167-4.7% |
| Participation rate | 91.7% | 75.8%+15.9pp | 75.3%+16.4pp | 69.0%+22.7pp |
| Annual return | 5.94% | 7.72%-1.8pp | 14.59%-8.7pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,821 | $2,477+54.2% | $2,683+42.4% | $1,963+94.7% |
| Participant deferral / active EE | $3,307 | $2,830+16.9% | $3,096+6.8% | $3,054+8.3% |
| Admin fee / account holder | $1 | $269-99.5% | $3,141-100.0% | $504-99.7% |