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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 200 BROADHOLLOW ROAD · MELVILLE, NY 11747 | 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,268 | $31,388-54.5% | $73,550-80.6% | $62,293-77.1% |
| Participation rate | 4.2% | 39.9%-35.7pp | 54.9%-50.8pp | 69.5%-65.3pp |
| Annual return | 21.36% | 25.34%-4.0pp | -15.16%+36.5pp | 28.90%-7.5pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $313 | $1,028-69.6% | $1,804-82.7% | $3,169-90.1% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |