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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $18,925 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,042 |
ADP BROKER-DEALER3+ 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 | $82,783 | $85,766-3.5% | $136,298-39.3% | $70,126+18.0% |
| Participation rate | 95.9% | 74.2%+21.8pp | 81.9%+14.0pp | 69.5%+26.4pp |
| Annual return | 17.50% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $662 | $2,966-77.7% | $4,696-85.9% | $2,343-71.7% |
| Participant deferral / active EE | $6,499 | $5,051+28.7% | $6,247+4.0% | $3,332+95.1% |
| Admin fee / account holder | $204 | $5,421-96.2% | $9,244-97.8% | $4,645-95.6% |