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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,159 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 38-2722519 | Advisory (Plan) | $19,210 |
Filed as: AMERIPRISE FINANCIAL SER Service code 27 · EIN 41-1667086 | Advisory (Plan) | $17,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,986 | $76,383+58.4% | $121,663-0.6% | $64,340+88.0% |
| Participation rate | 98.7% | 60.4%+38.3pp | 74.5%+24.2pp | 55.2%+43.4pp |
| Annual return | 11.61% | 16.98%-5.4pp | 147.54%-135.9pp | 24.14%-12.5pp |
| Employer contribution / active EE | $7,682 | $1,943+295.4% | $3,020+154.4% | $1,862+312.6% |
| Participant deferral / active EE | $8,585 | $3,149+172.6% | $4,887+75.7% | $2,980+188.1% |
| Admin fee / account holder | $421 | $4,142-89.8% | $14,289-97.1% | $3,703-88.6% |