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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ANERIPRISE FINANCIAL SERVICES INC. Service code 49 | Other Services | $7,404 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,371 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 51-6041053 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,097 | $46,332-78.2% | $143,799-93.0% | $64,819-84.4% |
| Participation rate | 65.6% | 64.2%+1.4pp | 80.3%-14.7pp | 71.5%-5.8pp |
| Annual return | -15.15% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $813 | $1,911-57.5% | $4,952-83.6% | $2,507-67.6% |
| Participant deferral / active EE | $813 | $2,647-69.3% | $5,638-85.6% | $4,311-81.1% |
| Admin fee / account holder | $21 | $154-86.0% | $14,677-99.9% | $188-88.6% |