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 | $63,052 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC Service code 22 · EIN 41-0973005 | Insurance Broker | $60,304 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,826 | $51,223+130.0% | $82,763+42.4% | $66,949+76.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.65% | -9.85%-8.8pp | 702.45%-721.1pp | 1.57%-20.2pp |
| Employer contribution / active EE | $3,574 | $2,611+36.9% | $3,008+18.8% | $2,545+40.4% |
| Participant deferral / active EE | $8,536 | $3,460+146.7% | $4,395+94.2% | $4,239+101.4% |
| Admin fee / account holder | $272 | $415-34.6% | $5,325-94.9% | $594-54.2% |