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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 1825 CORPORATE BLVD NW · BOCA RATOR, FL 33431 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,508 | $73,102-67.8% | $123,552-81.0% | $56,287-58.2% |
| Participation rate | 32.8% | 74.3%-41.5pp | 82.3%-49.5pp | 69.9%-37.1pp |
| Annual return | -14.20% | 3.01%-17.2pp | 119.20%-133.4pp | -9.96%-4.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,080 | $5,423-43.2% | $6,426-52.1% | $3,350-8.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,285-100.0% | $521-100.0% |