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| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 · EIN 38-2722519 | Other Commissions | $85,825 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,632 | $48,744-26.9% | $93,669-62.0% | $199,921-82.2% |
| Participation rate | 60.0% | 63.7%-3.7pp | 68.7%-8.8pp | 72.0%-12.0pp |
| Annual return | 13.35% | 15.36%-2.0pp | 133.59%-120.2pp | 34.28%-20.9pp |
| Employer contribution / active EE | $273 | $1,140-76.1% | $2,424-88.8% | $3,035-91.0% |
| Participant deferral / active EE | $2,562 | $2,825-9.3% | $4,416-42.0% | $5,089-49.7% |
| Admin fee / account holder | $9 | $195-95.3% | $8,291-99.9% | $269-96.6% |