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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE Service code 22 | Insurance Broker | $73,562 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $55,752 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA Service code 15 | Recordkeeping | $7,230 |
PENTEGRA SERVICES, INC.6 years Filed as: APS - PENTEGRA Service code 15 · EIN 13-3892096 5350 77 CENTER CENTER DR STE 200 · CHARLOTTE, NC 28217 | Recordkeeping | $4,945 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,665 | $82,917-44.9% | $103,333-55.8% | $77,643-41.2% |
| Participation rate | 42.6% | 71.6%-29.0pp | 74.5%-32.0pp | 70.6%-28.0pp |
| Annual return | 14.20% | 19.13%-4.9pp | 24.88%-10.7pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,275 | $3,552-64.1% | $3,868-67.0% | $2,726-53.2% |
| Participant deferral / active EE | $2,186 | $4,108-46.8% | $5,057-56.8% | $4,647-53.0% |
| Admin fee / account holder | $24 | $638-96.2% | $8,355-99.7% | $430-94.4% |