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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $15,488 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,578 |
RPA FINANCIAL, LLC3 years Service code 15 · EIN 83-1143379 | Recordkeeping | $5,684 |
Filed as: AMERIPRISE FINANCIAL, LLC Service code 15 · EIN 13-3180631 | Recordkeeping | $5,060 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,118 | $78,562-43.8% | $105,608-58.2% | $74,429-40.7% |
| Participation rate | 66.1% | 72.8%-6.7pp | 75.3%-9.2pp | 67.2%-1.1pp |
| Annual return | 15.36% | 15.94%-0.6pp | 116.50%-101.1pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,568 | $2,521-37.8% | $3,167-50.5% | $2,625-40.3% |
| Participant deferral / active EE | $2,759 | $4,321-36.2% | $5,010-44.9% | $4,348-36.6% |
| Admin fee / account holder | $193 | $2,217-91.3% | $11,028-98.3% | $1,944-90.1% |