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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,498 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 | Other Services | $12,156 |
Service code 27 | 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.)
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 | $48,577 | $52,293-7.1% | $178,499-72.8% | $73,412-33.8% |
| Participation rate | 38.0% | 65.3%-27.3pp | 81.9%-43.9pp | 72.2%-34.1pp |
| Annual return | 11.87% | 34.75%-22.9pp | 151.10%-139.2pp | 59.30%-47.4pp |
| Employer contribution / active EE | $786 | $1,735-54.7% | $5,011-84.3% | $2,234-64.8% |
| Participant deferral / active EE | $1,601 | $2,332-31.4% | $5,202-69.2% | $3,806-57.9% |
| Admin fee / account holder | $337 | $127+164.4% | $13,986-97.6% | $158+113.2% |