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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $25,170 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,433 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,682 | $82,678-8.5% | $125,391-39.6% | $68,490+10.5% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -18.57% | -5.97%-12.6pp | 572.41%-591.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,939 | $3,382-42.7% | $4,816-59.7% | $2,597-25.3% |
| Participant deferral / active EE | $7,523 | $6,111+23.1% | $7,448+1.0% | $4,028+86.8% |
| Admin fee / account holder | $229 | $6,277-96.4% | $10,009-97.7% | $5,403-95.8% |