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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,279 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 · EIN 41-1667086 | Advisory (Plan) | $12,316 |
Employer contribution per participant 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 | $41,817 | $147,039-71.6% | $64,101-34.8% | - |
| Participation rate | 92.9% | 70.9%+22.0pp | 72.3%+20.6pp | - |
| Annual return | 11.08% | 7.51%+3.6pp | 33.72%-22.6pp | - |
| Employer contribution / active EE | $864 | $2,405-64.1% | $2,749-68.5% | - |
| Participant deferral / active EE | $4,998 | $3,377+48.0% | $3,881+28.8% | - |
| Admin fee / account holder | $251 | $6,926-96.4% | $3,070-91.8% | - |