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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $13,323 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $594 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $62,955 | $72,177-12.8% | $115,038-45.3% | $59,633+5.6% |
| Participation rate | 95.9% | 72.6%+23.4pp | 81.4%+14.6pp | 68.7%+27.3pp |
| Annual return | -2.25% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $791 | $2,841-72.2% | $4,608-82.8% | $2,203-64.1% |
| Participant deferral / active EE | $6,566 | $4,783+37.3% | $6,026+9.0% | $3,192+105.7% |
| Admin fee / account holder | $122 | $4,927-97.5% | $8,175-98.5% | $4,297-97.2% |