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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FNCL SERV LLC Service code 16 · EIN 41-0973005 | Consulting | $14,903 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,173 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,673 | $50,956-59.4% | $96,570-78.6% | $86,821-76.2% |
| Participation rate | 41.4% | 65.2%-23.8pp | 69.8%-28.4pp | 72.3%-30.9pp |
| Annual return | 16.85% | 21.27%-4.4pp | 37.79%-20.9pp | 97.94%-81.1pp |
| Employer contribution / active EE | $32 | $1,111-97.1% | $2,357-98.6% | $2,406-98.7% |
| Participant deferral / active EE | $1,404 | $2,954-52.5% | $3,849-63.5% | $4,132-66.0% |
| Admin fee / account holder | $23 | $166-85.9% | $6,182-99.6% | $170-86.2% |