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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $52,620 |
Service code 49 · EIN 51-6041053 | Other Services | $23,494 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP INC Service code 49 · EIN 27-2037969 | Other Services | $10,258 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,458 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $180,293 | $99,957+80.4% | $149,730+20.4% | $73,493+145.3% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 18.87% | 53.87%-35.0pp | 276.70%-257.8pp | 28.51%-9.6pp |
| Employer contribution / active EE | $15,125 | $3,191+374.0% | $4,645+225.6% | $2,270+566.3% |
| Participant deferral / active EE | $11,106 | $6,073+82.9% | $6,843+62.3% | $3,740+197.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,310-99.8% | $513-97.1% |