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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 2605 S. MILLER STREET · SANTA MARIA, CA 93455 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $680 | $43,133-98.4% | $89,414-99.2% | $73,493-99.1% |
| Participation rate | 85.0% | 55.0%+30.0pp | 68.0%+17.0pp | 70.7%+14.3pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.50%-245.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $248 | $1,438-82.7% | $2,586-90.4% | $2,270-89.1% |
| Participant deferral / active EE | $325 | $2,445-86.7% | $3,890-91.6% | $3,740-91.3% |
| Admin fee / account holder | $0 | $444-100.0% | $4,883-100.0% | $513-100.0% |