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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,024 |
Filed as: AMERIPRISE FINANCIAL SERVICE INC Service code 49 | Other Services | $23,699 |
ASSURANCE DIMENSIONS2 years Filed as: ASSURANCE DIMENSIONS INC Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 | Contract Administrator | $6,595 |
Service code 49 · EIN 51-6041053 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,349 | $80,724-30.2% | $103,333-45.5% | $74,495-24.4% |
| Participation rate | 83.9% | 65.7%+18.2pp | 74.5%+9.4pp | 67.2%+16.7pp |
| Annual return | 10.93% | 27.56%-16.6pp | 24.88%-14.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,141 | $3,157-32.2% | $3,868-44.6% | $2,623-18.4% |
| Participant deferral / active EE | $3,581 | $3,860-7.2% | $5,057-29.2% | $4,346-17.6% |
| Admin fee / account holder | $502 | $2,368-78.8% | $8,355-94.0% | $1,942-74.1% |