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| Provider | Service type | Compensation |
|---|---|---|
UNITED BENEFIT PENSIONS INC.4+ years Service code 49 · EIN 36-4517541 | Other Services | $492 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $386 |
Service code 49 | Other Services | $22 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 41-0973005 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,462 | $73,102+11.4% | $123,553-34.1% | $56,289+44.7% |
| Participation rate | 12.4% | 74.3%-61.9pp | 82.3%-69.9pp | 69.9%-57.5pp |
| Annual return | -5.24% | 3.01%-8.2pp | 119.21%-124.4pp | -9.96%+4.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $491 | $5,423-91.0% | $6,426-92.4% | $3,350-85.4% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.4% |