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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $137,373 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $71,368 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,217 | $52,626+6.8% | $98,477-42.9% | $93,010-39.6% |
| Participation rate | 26.1% | 65.3%-39.3pp | 73.3%-47.3pp | 73.9%-47.9pp |
| Annual return | 21.74% | 16.95%+4.8pp | 1493.59%-1471.8pp | 158.70%-137.0pp |
| Employer contribution / active EE | $887 | $1,894-53.1% | $2,961-70.0% | $2,705-67.2% |
| Participant deferral / active EE | $1,066 | $2,907-63.3% | $4,276-75.1% | $4,561-76.6% |
| Admin fee / account holder | $133 | $102+30.4% | $5,951-97.8% | $152-12.1% |