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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $17,439 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,465 | $76,551-15.8% | $123,894-48.0% | $62,881+2.5% |
| Participation rate | 95.8% | 73.0%+22.8pp | 81.4%+14.4pp | 69.3%+26.5pp |
| Annual return | 6.34% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $761 | $2,882-73.6% | $4,617-83.5% | $2,281-66.6% |
| Participant deferral / active EE | $7,155 | $4,840+47.8% | $5,984+19.6% | $3,203+123.4% |
| Admin fee / account holder | $243 | $4,826-95.0% | $8,357-97.1% | $4,296-94.3% |