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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $209,850 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $105,171 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $24,977 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,444 | $85,660-2.6% | $136,867-39.0% | $85,660-2.6% |
| Participation rate | 21.1% | 74.8%-53.8pp | 74.5%-53.5pp | 74.8%-53.8pp |
| Annual return | 10.39% | 19.52%-9.1pp | 42.97%-32.6pp | 19.52%-9.1pp |
| Employer contribution / active EE | $632 | $4,199-85.0% | $3,547-82.2% | $4,199-85.0% |
| Participant deferral / active EE | $1,218 | $3,518-65.4% | $4,924-75.3% | $3,518-65.4% |
| Admin fee / account holder | $281 | $224+25.3% | $10,340-97.3% | $224+25.3% |