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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 27 · EIN 41-0973005 | Advisory (Plan) | $10,691 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 13 | Contract Administrator | $4,415 |
INTAC ACTUARIAL SERVICES1 year Service code 13 · EIN 22-2446239 | Contract Administrator | $1,700 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 15 · EIN 04-1590850 | Recordkeeping | $1,260 |
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.
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 | $11,932 | $56,918-79.0% | $182,558-93.5% | $65,186-81.7% |
| Participation rate | 44.4% | 66.5%-22.1pp | 78.0%-33.6pp | 70.2%-25.8pp |
| Annual return | 25.94% | 27.67%-1.7pp | 148.59%-122.7pp | 29.39%-3.4pp |
| Employer contribution / active EE | $528 | $1,615-67.3% | $4,076-87.1% | $2,177-75.8% |
| Participant deferral / active EE | $799 | $3,526-77.4% | $5,526-85.5% | $3,514-77.3% |
| Admin fee / account holder | $28 | $531-94.6% | $8,594-99.7% | $847-96.6% |