Filed October 27, 2025 (most recent of 2 filings on file)
Total covered: 7 employees
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 |
|---|---|---|
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 | $99,823+19.1% | $122,979-3.4% | $65,191+82.3% |
| Participation rate | 88.5% | 80.1%+8.4pp | 77.2%+11.3pp | 63.0%+25.5pp |
| Annual return | 12.16% | 13.47%-1.3pp | 20.12%-8.0pp | 51.24%-39.1pp |
| Employer contribution / active EE | $5,630 | $3,224+74.6% | $3,062+83.8% | $2,400+134.6% |
| Participant deferral / active EE | $6,486 | $4,328+49.8% | $5,003+29.6% | $2,671+142.8% |
| Admin fee / account holder | -$17 | $325-105.3% | $12,864-100.1% | $907-101.9% |