Filed December 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC Service code 49 | Other Services | $11,847 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 51 · EIN 41-0973005 | Investment Mgmt Fees | $0 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 49 74 BATTERSON PARK RD · FARMINGTON, CT 06032 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,700 | $61,156+15.6% | $185,823-62.0% | $79,386-10.9% |
| Participation rate | 76.2% | 66.6%+9.6pp | 81.7%-5.5pp | 70.7%+5.5pp |
| Annual return | 11.53% | 19.45%-7.9pp | 122.05%-110.5pp | 116.85%-105.3pp |
| Employer contribution / active EE | $1,883 | $2,321-18.9% | $5,167-63.6% | $2,427-22.4% |
| Participant deferral / active EE | $3,417 | $2,789+22.5% | $5,568-38.6% | $4,046-15.5% |
| Admin fee / account holder | $30 | $710-95.8% | $16,237-99.8% | $626-95.3% |