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 | $96,782+22.8% | $140,514-15.4% | $69,255+71.6% |
| Participation rate | 88.5% | 81.0%+7.5pp | 77.8%+10.7pp | 69.0%+19.4pp |
| Annual return | 12.16% | 11.56%+0.6pp | 14.36%-2.2pp | 26.73%-14.6pp |
| Employer contribution / active EE | $5,630 | $3,063+83.8% | $3,378+66.6% | $2,645+112.8% |
| Participant deferral / active EE | $6,486 | $4,233+53.2% | $4,919+31.9% | $2,890+124.4% |
| Admin fee / account holder | -$17 | $275-106.2% | $13,697-100.1% | $733-102.3% |