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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,727 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 10995 OWINGS MILLS BLVD · OWINGS MILLS, MD 21117 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,630 | $55,437-19.5% | $155,534-71.3% | $74,459-40.1% |
| Participation rate | 61.4% | 61.9%-0.5pp | 78.2%-16.8pp | 67.2%-5.8pp |
| Annual return | 15.83% | 269.58%-253.8pp | 64.92%-49.1pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $1,167 | $2,266-48.5% | $4,675-75.0% | $2,626-55.5% |
| Participant deferral / active EE | $3,818 | $2,837+34.6% | $5,630-32.2% | $4,350-12.2% |
| Admin fee / account holder | $15 | $1,742-99.2% | $15,900-99.9% | $1,945-99.2% |