Filed November 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,315 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 14 · EIN 51-6041053 | Plan Administrator | $17,436 |
HILB GROUP3 years Service code 13 · EIN 47-4324398 2000 CHAPEL VIEW DRIVE - SUITE 240 · CRANSTON, RI 02920 | Contract Administrator | $7,247 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,644 | $47,163-68.9% | $149,696-90.2% | $74,460-80.3% |
| Participation rate | 79.4% | 63.4%+15.9pp | 78.8%+0.6pp | 70.7%+8.6pp |
| Annual return | 14.54% | 22.75%-8.2pp | 134.46%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $301 | $1,907-84.2% | $4,821-93.8% | $2,638-88.6% |
| Participant deferral / active EE | $1,447 | $2,730-47.0% | $5,682-74.5% | $4,530-68.1% |
| Admin fee / account holder | $131 | $343-61.9% | $13,212-99.0% | $348-62.4% |