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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIALCENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $25,123 |
LATITUDE SERVICE COMPANY INC4 years Service code 13 · EIN 82-1371994 15000 N OAK DR · PLYMOUTH, IN 46563 | Contract Administrator | $18,920 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,272 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $99,380-100.0% | $90,312-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 77.3%-77.3pp | 72.9%-72.9pp | 80.8%-80.8pp |
| Annual return | -95.67% | 19.35%-115.0pp | 18.90%-114.6pp | 148.84%-244.5pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |