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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,296 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $1,989 |
Filed as: AMERPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,497 | $89,652-47.0% | $141,197-66.4% | $65,186-27.1% |
| Participation rate | 43.5% | 74.7%-31.2pp | 82.5%-39.0pp | 70.2%-26.7pp |
| Annual return | 27.94% | 32.79%-4.9pp | 71.41%-43.5pp | 29.39%-1.4pp |
| Employer contribution / active EE | $1,853 | $3,065-39.5% | $4,736-60.9% | $2,177-14.9% |
| Participant deferral / active EE | $4,090 | $5,691-28.1% | $6,710-39.0% | $3,514+16.4% |
| Admin fee / account holder | $183 | $569-67.8% | $10,265-98.2% | $847-78.4% |