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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 · EIN 41-1667086 | Advisory (Plan) | $14,043 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,043 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,358 | $60,989-45.3% | $60,906-45.2% | $66,938-50.2% |
| Participation rate | 80.8% | 74.5%+6.3pp | 73.1%+7.7pp | 69.8%+11.0pp |
| Annual return | -15.62% | -9.60%-6.0pp | 16.94%-32.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $710 | $2,661-73.3% | $2,703-73.7% | $2,545-72.1% |
| Participant deferral / active EE | $4,191 | $3,615+15.9% | $3,814+9.9% | $4,238-1.1% |
| Admin fee / account holder | $219 | $338-35.2% | $3,227-93.2% | $594-63.0% |