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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE Service code 27 · EIN 51-6041053 | Advisory (Plan) | $19,794 |
RESOURCE BENEFITS ADMINISTRATORS1+ years Service code 13 5400 BOSQUE BLVE, STE 500 · WACO, TX 76710 | Contract Administrator | $8,700 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,347 | $33,745-90.1% | $64,105-94.8% | $55,191-93.9% |
| Participation rate | 99.9% | 59.4%+40.5pp | 68.2%+31.7pp | 69.2%+30.7pp |
| Annual return | -1.60% | 4.95%-6.5pp | 791.24%-792.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $23 | $94-75.3% | $4,499-99.5% | $91-74.4% |