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 | $58,921 | $55,002+7.1% | $59,899-1.6% | $56,289+4.7% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.7%+24.4pp | 69.9%+29.2pp |
| Annual return | -1.70% | 1.13%-2.8pp | 3.46%-5.2pp | -9.96%+8.3pp |
| Employer contribution / active EE | $5,113 | $2,448+108.9% | $2,723+87.8% | $2,111+142.2% |
| Participant deferral / active EE | $5,050 | $3,121+61.8% | $3,402+48.4% | $3,350+50.8% |
| Admin fee / account holder | $2 | $236-99.3% | $3,592-100.0% | $521-99.7% |