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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $62,659 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 | Insurance Broker | $30,054 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $2,425 |
Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,231 | $76,669-35.8% | $96,520-49.0% | $71,495-31.1% |
| Participation rate | 96.0% | 66.6%+29.4pp | 74.3%+21.6pp | 67.9%+28.0pp |
| Annual return | 17.43% | 48.29%-30.9pp | 35.72%-18.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $5,012 | $3,031+65.4% | $3,739+34.1% | $2,589+93.5% |
| Participant deferral / active EE | $3,949 | $3,771+4.7% | $4,879-19.0% | $4,291-8.0% |
| Admin fee / account holder | $232 | $2,028-88.6% | $6,733-96.6% | $1,588-85.4% |