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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE Service code 19 · EIN 13-3180631 1099 AMERIPRISE FINANCIAL CENTER, · MINNEAPOLIS, MN 55474 | Securities Custodian | $37,759 |
OPTIMIZING FOUNDATIONS, LLC1+ years Filed as: OPTIMIZING FOUNDATIONS LLC Service code 11 · EIN 47-4318359 | Actuarial | $26,025 |
PKF OCONNOR DAVIES1+ years Filed as: PKFOD Service code 10 · EIN 27-1728945 | Accounting | $19,445 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 11 · EIN 45-4208939 555 GOFFLE ROAD, SUITE 200 · RIDGEWOOD, NJ 07450 | Actuarial | $7,125 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $186,087-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 15.7%-15.7pp |
| Annual return | -7.56% | -1.85%-5.7pp | -2.13%-5.4pp | -7.14%-0.4pp |
| Employer contribution / active EE | $2,727 | $9,669-71.8% | $34,127-92.0% | $14,613-81.3% |
| Participant deferral / active EE | $0 | $463-100.0% | $131-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $941-100.0% | $1,191-100.0% |