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 | $932 |
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 | $67,205 | $60,795+10.5% | $69,483-3.3% | $65,186+3.1% |
| Participation rate | 98.4% | 74.9%+23.5pp | 74.6%+23.8pp | 70.2%+28.2pp |
| Annual return | 16.56% | 17.46%-0.9pp | 28.99%-12.4pp | 29.39%-12.8pp |
| Employer contribution / active EE | $4,468 | $2,452+82.2% | $2,780+60.7% | $2,177+105.2% |
| Participant deferral / active EE | $4,333 | $3,162+37.0% | $3,537+22.5% | $3,514+23.3% |
| Admin fee / account holder | $3 | $314-99.1% | $3,841-99.9% | $847-99.7% |