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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $42,520 |
Service code 49 · EIN 51-6041053 | Other Services | $13,786 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $7,112 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,870 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $114,313 | $73,102+56.4% | $123,553-7.5% | $56,289+103.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.66% | 3.01%-8.7pp | 119.21%-124.9pp | -9.96%+4.3pp |
| Employer contribution / active EE | $15,594 | $2,977+423.8% | $4,628+236.9% | $2,111+638.7% |
| Participant deferral / active EE | $12,125 | $5,423+123.6% | $6,426+88.7% | $3,350+262.0% |
| Admin fee / account holder | $21 | $554-96.3% | $9,284-99.8% | $521-96.0% |