Filed October 27, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 4250 VETERANS MEMORIAL HWY STE 420E · HOLBROOK, NY 11741 | Other Commissions | $124,275 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$8,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,850 | $100,061+18.8% | $120,344-1.2% | $64,728+83.6% |
| Participation rate | 88.5% | 79.8%+8.6pp | 76.7%+11.7pp | 57.9%+30.6pp |
| Annual return | 12.16% | 16.53%-4.4pp | 20.30%-8.1pp | 49.38%-37.2pp |
| Employer contribution / active EE | $5,630 | $3,112+80.9% | $3,020+86.4% | $2,243+151.0% |
| Participant deferral / active EE | $6,486 | $4,955+30.9% | $5,135+26.3% | $2,729+137.6% |
| Admin fee / account holder | -$17 | $428-104.0% | $12,742-100.1% | $1,145-101.5% |