Filed March 17, 2026 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $64,005 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,005 | $41,854+112.7% | $73,836+20.5% | $52,331+70.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.36% | 2.11%-2.5pp | 2268.06%-2268.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $5,878 | $1,920+206.1% | $2,787+110.9% | $1,882+212.4% |
| Participant deferral / active EE | $6,106 | $2,498+144.4% | $3,583+70.4% | $3,022+102.0% |
| Admin fee / account holder | $311 | $493-37.0% | $4,882-93.6% | $592-47.5% |