Filed March 31, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Commissions | $46,401 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 1250 CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $8,011 |
SMITH, GAMBRELL & RUSSELL, LLP1+ years Filed as: VESTAL & WILER Service code 99 · EIN 59-3198021 | Other Fees | $8,011 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,637 | $88,324-13.2% | $115,038-33.4% | $55,191+38.9% |
| Participation rate | 89.3% | 72.5%+16.8pp | 81.4%+7.9pp | 69.2%+20.1pp |
| Annual return | 2.51% | 6.30%-3.8pp | 26.14%-23.6pp | 10.78%-8.3pp |
| Employer contribution / active EE | $313 | $2,805-88.8% | $4,608-93.2% | $1,899-83.5% |
| Participant deferral / active EE | $4,693 | $5,042-6.9% | $6,026-22.1% | $3,046+54.0% |
| Admin fee / account holder | $6 | $105-94.7% | $8,175-99.9% | $91-93.8% |