Filed September 22, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $209,790 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $95,077 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $14,209 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $11,323 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,587 | $55,331+45.6% | $81,812-1.5% | $199,593-59.6% |
| Participation rate | 23.0% | 62.5%-39.5pp | 72.3%-49.3pp | 72.0%-49.0pp |
| Annual return | 11.55% | 19.59%-8.0pp | 773.79%-762.2pp | 34.25%-22.7pp |
| Employer contribution / active EE | $638 | $2,101-69.6% | $2,912-78.1% | $3,034-79.0% |
| Participant deferral / active EE | $1,228 | $3,283-62.6% | $4,319-71.6% | $5,087-75.9% |
| Admin fee / account holder | $269 | $346-22.0% | $7,386-96.4% | $269+0.2% |