Filed September 22, 2026
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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,444 | $63,770+30.9% | $71,209+17.2% | $102,872-18.9% |
| Participation rate | 21.1% | 61.0%-39.9pp | 73.8%-52.7pp | 73.0%-51.9pp |
| Annual return | 10.39% | 16.01%-5.6pp | 282.51%-272.1pp | 19.06%-8.7pp |
| Employer contribution / active EE | $632 | $2,367-73.3% | $2,721-76.8% | $3,526-82.1% |
| Participant deferral / active EE | $1,218 | $3,587-66.0% | $4,175-70.8% | $5,535-78.0% |
| Admin fee / account holder | $281 | $220+27.7% | $5,349-94.8% | $292-4.0% |