Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $52,500 |
Filed as: AMERIPRISE FINANCIAL Service code 26 · EIN 41-0973005 | Advisory (Participants) | $40,800 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,824 |
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 | $153,211 | $106,247+44.2% | $147,096+4.2% | $77,714+97.1% |
| Participation rate | 86.2% | 78.4%+7.9pp | 82.2%+4.1pp | 70.6%+15.7pp |
| Annual return | 17.97% | 56.87%-38.9pp | 419.75%-401.8pp | 31.26%-13.3pp |
| Employer contribution / active EE | $3,803 | $4,069-6.5% | $4,936-23.0% | $2,727+39.5% |
| Participant deferral / active EE | $6,483 | $7,996-18.9% | $8,071-19.7% | $4,649+39.4% |
| Admin fee / account holder | $125 | $338-63.2% | $13,005-99.0% | $433-71.2% |