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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $20,313 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,140 |
ADP BROKER-DEALER4+ 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 | $52,880 | $77,817-32.0% | $123,553-57.2% | $64,173-17.6% |
| Participation rate | 89.1% | 74.7%+14.4pp | 82.3%+6.8pp | 69.6%+19.6pp |
| Annual return | -6.06% | 12.49%-18.5pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $575 | $3,014-80.9% | $4,628-87.6% | $2,381-75.9% |
| Participant deferral / active EE | $5,666 | $5,240+8.1% | $6,426-11.8% | $3,470+63.3% |
| Admin fee / account holder | $155 | $5,519-97.2% | $9,284-98.3% | $4,887-96.8% |