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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 4000 PONCE DE LEON BLVD · CORAL GABLES, FL 33146 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,206 | $66,302-68.0% | $110,243-80.8% | $56,289-62.3% |
| Participation rate | 47.9% | 74.9%-27.0pp | 79.8%-31.9pp | 69.9%-22.0pp |
| Annual return | -20.16% | -1.18%-19.0pp | 314.76%-334.9pp | -9.96%-10.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,951 | $3,381+16.8% | $4,672-15.4% | $3,350+17.9% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |