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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,405 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $11,791 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,041 | $62,928-26.8% | $172,755-73.3% | $67,579-31.9% |
| Participation rate | 34.3% | 64.5%-30.2pp | 82.6%-48.4pp | 71.3%-37.0pp |
| Annual return | 20.35% | 30.36%-10.0pp | 802.94%-782.6pp | 378.56%-358.2pp |
| Employer contribution / active EE | $779 | $1,636-52.4% | $5,144-84.9% | $2,148-63.7% |
| Participant deferral / active EE | $1,456 | $2,145-32.1% | $5,198-72.0% | $3,539-58.9% |
| Admin fee / account holder | $318 | $167+90.9% | $13,955-97.7% | $142+123.6% |