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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $2,442 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 | Other Commissions | $1,647 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $512 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $317 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3 |
Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,394 | $25,302-27.3% | $74,722-75.4% | $67,579-72.8% |
| Participation rate | 20.5% | 37.8%-17.4pp | 54.5%-34.0pp | 71.3%-50.8pp |
| Annual return | 137.41% | 10291.17%-10153.8pp | 753.11%-615.7pp | 378.56%-241.1pp |
| Employer contribution / active EE | $254 | $446-43.2% | $1,084-76.6% | $2,148-88.2% |
| Participant deferral / active EE | $631 | $954-33.8% | $1,963-67.8% | $3,539-82.2% |
| Admin fee / account holder | $12 | $108-88.6% | $3,335-99.6% | $142-91.4% |