Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $182,871 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $85,013 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,966 | $43,236+20.2% | $82,744-37.2% | $77,906-33.3% |
| Participation rate | 20.8% | 64.2%-43.4pp | 72.6%-51.7pp | 73.7%-52.9pp |
| Annual return | -11.66% | 2.40%-14.1pp | 702.22%-713.9pp | 12.16%-23.8pp |
| Employer contribution / active EE | $586 | $1,924-69.5% | $3,008-80.5% | $2,846-79.4% |
| Participant deferral / active EE | $985 | $3,069-67.9% | $4,395-77.6% | $4,805-79.5% |
| Admin fee / account holder | $181 | $102+76.7% | $5,325-96.6% | $133+36.6% |