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 | $395 |
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 | $62,006 | $57,976+7.0% | $63,018-1.6% | $62,293-0.5% |
| Participation rate | 98.4% | 75.9%+22.5pp | 74.8%+23.6pp | 69.5%+28.9pp |
| Annual return | 14.87% | 17.54%-2.7pp | 87.62%-72.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $4,587 | $2,415+90.0% | $2,761+66.2% | $2,042+124.6% |
| Participant deferral / active EE | $4,505 | $2,956+52.4% | $3,330+35.3% | $3,169+42.2% |
| Admin fee / account holder | $1 | $276-99.5% | $3,601-100.0% | $479-99.7% |