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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,315 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 · EIN 41-1667086 | Advisory (Plan) | $9,245 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,875 | $49,249-35.3% | $70,476-54.8% | $79,852-60.1% |
| Participation rate | 90.6% | 69.2%+21.4pp | 75.1%+15.5pp | 69.6%+20.9pp |
| Annual return | 4.96% | 30.09%-25.1pp | 109.12%-104.2pp | 31.72%-26.8pp |
| Employer contribution / active EE | $717 | $2,100-65.8% | $2,738-73.8% | $2,471-71.0% |
| Participant deferral / active EE | $3,980 | $2,769+43.7% | $3,710+7.3% | $3,740+6.4% |
| Admin fee / account holder | $201 | $2,878-93.0% | $3,847-94.8% | $5,306-96.2% |