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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 65 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $21,180 |
HICKS PENSION SERVICES5 years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $9,029 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,896 | $65,453-94.0% | $86,698-95.5% | $66,938-94.2% |
| Participation rate | 95.5% | 75.5%+20.0pp | 76.6%+18.9pp | 69.8%+25.7pp |
| Annual return | 12.66% | -10.89%+23.6pp | 35.95%-23.3pp | 1.58%+11.1pp |
| Employer contribution / active EE | $985 | $2,154-54.3% | $2,837-65.3% | $2,545-61.3% |
| Participant deferral / active EE | $513 | $4,102-87.5% | $4,656-89.0% | $4,238-87.9% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |