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 | $3,979 |
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 | $76,051 | $65,322+16.4% | $70,494+7.9% | $73,497+3.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 12.86% | 15.71%-2.9pp | 109.16%-96.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $5,010 | $2,460+103.7% | $2,738+83.0% | $2,270+120.7% |
| Participant deferral / active EE | $4,792 | $3,375+42.0% | $3,711+29.2% | $3,740+28.1% |
| Admin fee / account holder | $2 | $214-99.3% | $3,848-100.0% | $513-99.7% |