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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,916 |
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $5,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,854 | $55,636-60.7% | $81,991-73.3% | $73,493-70.3% |
| Participation rate | 33.1% | 62.3%-29.2pp | 69.3%-36.1pp | 70.7%-37.6pp |
| Annual return | 11.04% | 19.07%-8.0pp | 41.31%-30.3pp | 28.51%-17.5pp |
| Employer contribution / active EE | $231 | $1,625-85.8% | $2,498-90.7% | $2,270-89.8% |
| Participant deferral / active EE | $1,306 | $2,762-52.7% | $3,722-64.9% | $3,740-65.1% |
| Admin fee / account holder | $277 | $493-43.8% | $5,665-95.1% | $513-46.0% |