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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 15 · EIN 41-0973005 | Recordkeeping | $24,280 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,318 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,509 | $79,223-29.9% | $102,460-45.8% | $74,478-25.5% |
| Participation rate | 76.7% | 74.8%+1.9pp | 76.5%+0.2pp | 67.2%+9.5pp |
| Annual return | 16.13% | 54.98%-38.8pp | 29.47%-13.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $1,228 | $2,363-48.0% | $3,025-59.4% | $2,626-53.2% |
| Participant deferral / active EE | $4,276 | $4,417-3.2% | $5,056-15.4% | $4,350-1.7% |
| Admin fee / account holder | $378 | $2,003-81.1% | $9,460-96.0% | $1,946-80.6% |