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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.
Annual investment return 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 | $56,734+47.1% | $68,368+22.1% | $103,975-19.7% |
| Participation rate | 21.1% | 61.6%-40.5pp | 73.8%-52.7pp | 72.5%-51.5pp |
| Annual return | 10.39% | 13.73%-3.3pp | 292.57%-282.2pp | 19.41%-9.0pp |
| Employer contribution / active EE | $632 | $1,867-66.2% | $2,649-76.1% | $3,722-83.0% |
| Participant deferral / active EE | $1,218 | $2,940-58.6% | $4,123-70.5% | $5,343-77.2% |
| Admin fee / account holder | $281 | $263+6.7% | $5,150-94.6% | $332-15.6% |