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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 376 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Insurance Broker | $13,152 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,658 | $55,449-66.4% | $83,831-77.7% | $56,289-66.9% |
| Participation rate | 98.9% | 68.0%+30.8pp | 76.1%+22.7pp | 69.9%+29.0pp |
| Annual return | -7.38% | -1.38%-6.0pp | 850.99%-858.4pp | -9.96%+2.6pp |
| Employer contribution / active EE | $2,918 | $2,430+20.1% | $3,631-19.6% | $2,111+38.2% |
| Participant deferral / active EE | $5,477 | $2,935+86.6% | $4,082+34.2% | $3,350+63.5% |
| Admin fee / account holder | $3 | $656-99.5% | $5,479-99.9% | $521-99.4% |