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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $112,452 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 16 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Consulting | $89,960 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,595 | $91,439+164.2% | $135,974+77.7% | $71,511+237.8% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 18.75% | 29.90%-11.1pp | 68.30%-49.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $7,381 | $3,705+99.2% | $4,859+51.9% | $2,589+185.1% |
| Participant deferral / active EE | $11,694 | $7,093+64.9% | $7,760+50.7% | $4,291+172.5% |
| Admin fee / account holder | $565 | $1,267-55.4% | $10,767-94.8% | $1,588-64.4% |