Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $63,385 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 22 | Insurance Broker | $31,577 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,321 | $58,241+24.2% | $81,780-11.6% | $80,911-10.6% |
| Participation rate | 98.0% | 63.4%+34.5pp | 72.4%+25.6pp | 67.6%+30.3pp |
| Annual return | 11.76% | 41.73%-30.0pp | 776.27%-764.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $2,712 | $2,343+15.7% | $2,914-6.9% | $2,756-1.6% |
| Participant deferral / active EE | $4,755 | $3,283+44.9% | $4,321+10.1% | $4,297+10.7% |
| Admin fee / account holder | $559 | $4,973-88.8% | $7,384-92.4% | $6,935-91.9% |