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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 55 6393 OAK TREE BLVD. · INDEPENDENCE, OH 44131 | Other Commissions | $21,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $26,342 | $65,125-59.6% | $143,797-81.7% | $66,949-60.7% |
| Participation rate | 44.9% | 65.2%-20.3pp | 80.3%-35.4pp | 69.8%-24.9pp |
| Annual return | -8.87% | -11.13%+2.3pp | -0.04%-8.8pp | 1.57%-10.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $467 | $2,920-84.0% | $5,638-91.7% | $4,239-89.0% |
| Admin fee / account holder | $305 | $503-39.4% | $14,679-97.9% | $594-48.7% |