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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 | $7,810 |
FARMER & BETTS1 year Service code 99 8101 SE NYBERG ROAD · TUALATIN, OR 97062 | Other Fees | $2,970 |
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 | $22,774 | $63,114-63.9% | $92,915-75.5% | $65,186-65.1% |
| Participation rate | 99.5% | 68.8%+30.7pp | 76.0%+23.5pp | 70.2%+29.3pp |
| Annual return | 28.05% | 28.75%-0.7pp | 109.45%-81.4pp | 29.39%-1.3pp |
| Employer contribution / active EE | $3,335 | $2,571+29.7% | $3,653-8.7% | $2,177+53.2% |
| Participant deferral / active EE | $5,461 | $3,108+75.7% | $4,238+28.8% | $3,514+55.4% |
| Admin fee / account holder | $102 | $624-83.6% | $5,796-98.2% | $847-88.0% |