Filed March 17, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,107 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $61,966 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $14,200 |
Service code 35 · EIN 36-0724760 | Employee (plan sponsor) | $9,470 |
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 | $91,521 | $43,423+110.8% | $78,676+16.3% | $55,167+65.9% |
| Participation rate | 98.2% | 68.0%+30.1pp | 73.6%+24.6pp | 69.0%+29.2pp |
| Annual return | 6.49% | 11.53%-5.0pp | 62.19%-55.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $5,807 | $1,997+190.8% | $2,850+103.8% | $1,963+195.9% |
| Participant deferral / active EE | $6,304 | $2,509+151.3% | $3,517+79.3% | $3,054+106.4% |
| Admin fee / account holder | $387 | $416-7.0% | $4,510-91.4% | $504-23.2% |