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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE Service code 28 | Investment Management | $30,023 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 3 HOLLAND ST · ERIE, PA 16507 | Contract Administrator | $4,700 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $1,832 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $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 | $55,421 | $55,4370% | $155,534-64.4% | $74,459-25.6% |
| Participation rate | 42.8% | 61.9%-19.1pp | 78.2%-35.4pp | 67.2%-24.4pp |
| Annual return | 13.88% | 269.58%-255.7pp | 64.92%-51.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $648 | $2,266-71.4% | $4,675-86.1% | $2,626-75.3% |
| Participant deferral / active EE | $2,489 | $2,837-12.3% | $5,630-55.8% | $4,350-42.8% |
| Admin fee / account holder | $52 | $1,742-97.0% | $15,900-99.7% | $1,945-97.3% |