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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES, Service code 55 | Other Commissions | $34,336 |
Service code 49 | Other Services | $4,990 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,749 | $71,142-54.0% | $119,634-72.6% | $64,824-49.5% |
| Participation rate | 73.0% | 78.6%-5.6pp | 79.3%-6.2pp | 71.5%+1.6pp |
| Annual return | -18.85% | -10.01%-8.8pp | -14.98%-3.9pp | 32.84%-51.7pp |
| Employer contribution / active EE | $1,523 | $2,497-39.0% | $4,232-64.0% | $2,507-39.2% |
| Participant deferral / active EE | $1,683 | $4,490-62.5% | $5,601-70.0% | $4,311-61.0% |
| Admin fee / account holder | $112 | $162-31.1% | $10,329-98.9% | $188-40.5% |