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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $15,114 |
Filed as: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $9,829 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,478 | $81,504-89.6% | $102,437-91.7% | $80,959-89.5% |
| Participation rate | 92.9% | 66.9%+26.0pp | 74.5%+18.3pp | 67.7%+25.2pp |
| Annual return | 12.05% | 25.60%-13.5pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,943 | $3,104-37.4% | $3,871-49.8% | $2,757-29.5% |
| Participant deferral / active EE | $2,291 | $3,871-40.8% | $5,060-54.7% | $4,300-46.7% |
| Admin fee / account holder | $139 | $6,719-97.9% | $8,388-98.3% | $6,925-98.0% |