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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $44,779 |
Filed as: AMERIPRISE FNCL SERV LLC Service code 16 · EIN 41-0973005 | Consulting | $21,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,322 | $54,193-51.4% | $93,606-71.9% | $77,643-66.1% |
| Participation rate | 42.6% | 63.9%-21.3pp | 68.7%-26.1pp | 70.6%-28.0pp |
| Annual return | 14.99% | 30.54%-15.6pp | 133.20%-118.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,420-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,775 | $3,144-43.5% | $4,411-59.8% | $4,647-61.8% |
| Admin fee / account holder | $11 | $576-98.2% | $8,285-99.9% | $430-97.5% |