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 13 · EIN 42-0127290 | Contract Administrator | $41,138 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $10,821 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,592 | $37,196-4.3% | $154,111-76.9% | $55,725-36.1% |
| Participation rate | 36.3% | 64.1%-27.8pp | 83.0%-46.7pp | 70.9%-34.5pp |
| Annual return | -7.29% | 1319.68%-1327.0pp | 735.18%-742.5pp | 244.93%-252.2pp |
| Employer contribution / active EE | $773 | $1,614-52.1% | $5,298-85.4% | $2,078-62.8% |
| Participant deferral / active EE | $1,476 | $2,068-28.6% | $5,081-70.9% | $3,356-56.0% |
| Admin fee / account holder | $271 | $102+166.4% | $13,411-98.0% | $115+135.0% |