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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $81,746 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 | Insurance Broker | $38,156 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $3,725 |
Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,826 | $80,748-34.6% | $102,383-48.4% | $74,429-29.0% |
| Participation rate | 99.1% | 65.7%+33.4pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 13.14% | 27.57%-14.4pp | 24.94%-11.8pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $3,399 | $3,159+7.6% | $3,870-12.2% | $2,625+29.5% |
| Participant deferral / active EE | $4,967 | $3,861+28.7% | $5,060-1.8% | $4,348+14.2% |
| Admin fee / account holder | $277 | $2,371-88.3% | $8,391-96.7% | $1,944-85.8% |