Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,382 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $5,068 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: RIVERSOURCE LIFE INSURANCE COMPANY Service code 64 · EIN 41-0823832 | Recordkeeping Fees | $441 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,602 | $69,774+31.3% | $67,575+35.6% | $74,459+23.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.43% | -40.53%+52.0pp | 3528.98%-3517.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $5,994 | $2,710+121.1% | $2,736+119.1% | $2,626+128.3% |
| Participant deferral / active EE | $6,562 | $3,636+80.5% | $4,003+63.9% | $4,350+50.9% |
| Admin fee / account holder | $129 | $890-85.5% | $3,993-96.8% | $1,945-93.4% |