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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,332 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 · EIN 51-6041053 | Other Services | $12,819 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,927 | $122,063-85.3% | $184,256-90.3% | $74,478-75.9% |
| Participation rate | 99.2% | 85.5%+13.7pp | 86.8%+12.4pp | 67.2%+32.0pp |
| Annual return | 68.49% | 19.92%+48.6pp | 28.85%+39.6pp | 1370.56%-1302.1pp |
| Employer contribution / active EE | $1,567 | $4,539-65.5% | $6,427-75.6% | $2,626-40.3% |
| Participant deferral / active EE | $5,086 | $7,144-28.8% | $9,133-44.3% | $4,350+16.9% |
| Admin fee / account holder | $140 | $1,253-88.8% | $13,899-99.0% | $1,946-92.8% |