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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES, Service code 55 | Other Commissions | $33,544 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,031 | $91,406-38.7% | $130,062-56.9% | $74,473-24.8% |
| Participation rate | 58.9% | 77.8%-18.9pp | 78.5%-19.6pp | 70.7%-11.8pp |
| Annual return | 17.39% | 23.21%-5.8pp | -137.37%+154.8pp | 34.36%-17.0pp |
| Employer contribution / active EE | $815 | $2,565-68.2% | $4,322-81.1% | $2,638-69.1% |
| Participant deferral / active EE | $1,562 | $4,724-66.9% | $5,821-73.2% | $4,530-65.5% |
| Admin fee / account holder | $209 | $283-26.3% | $10,601-98.0% | $347-39.8% |