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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,252 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 49 · EIN 51-6041053 | Other Services | $52,377 |
Filed as: RETIREMENT PLANNERS AND ADMINISTRAT Service code 13 · EIN 62-1038805 | Contract Administrator | $33,036 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,811 | $106,247-3.2% | $147,096-30.1% | $77,714+32.3% |
| Participation rate | 92.4% | 78.4%+14.1pp | 82.2%+10.3pp | 70.6%+21.9pp |
| Annual return | 22.20% | 56.87%-34.7pp | 419.75%-397.6pp | 31.26%-9.1pp |
| Employer contribution / active EE | $5,080 | $4,069+24.8% | $4,936+2.9% | $2,727+86.3% |
| Participant deferral / active EE | $5,038 | $7,996-37.0% | $8,071-37.6% | $4,649+8.4% |
| Admin fee / account holder | $268 | $338-20.8% | $13,005-97.9% | $433-38.2% |