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 | $58,258 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $55,978 |
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 | $95,051 | $44,873+111.8% | $79,467+19.6% | $56,289+68.9% |
| Participation rate | 99.4% | 68.7%+30.6pp | 73.3%+26.0pp | 69.9%+29.5pp |
| Annual return | -4.75% | 0.81%-5.6pp | 718.30%-723.1pp | -9.96%+5.2pp |
| Employer contribution / active EE | $6,094 | $2,140+184.8% | $2,800+117.6% | $2,111+188.7% |
| Participant deferral / active EE | $6,630 | $2,746+141.4% | $3,704+79.0% | $3,350+97.9% |
| Admin fee / account holder | $252 | $418-39.7% | $5,104-95.1% | $521-51.6% |