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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 04-1097300 70911 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $18,443 |
PAYCHEX, INC.1 year Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 9110 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,271 |
401K GENERATION7 years Service code 13 · EIN 26-4477125 237 S WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $12,547 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,713 | $106,264-90.9% | $147,117-93.4% | $77,762-87.5% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 12.22% | 56.94%-44.7pp | 420.54%-408.3pp | 31.27%-19.0pp |
| Employer contribution / active EE | $950 | $4,074-76.7% | $4,932-80.7% | $2,728-65.2% |
| Participant deferral / active EE | $1,924 | $8,003-76.0% | $8,065-76.1% | $4,651-58.6% |
| Admin fee / account holder | $100 | $334-70.1% | $12,993-99.2% | $433-76.9% |