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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES INC Service code 15 · EIN 74-2715820 | Recordkeeping | $21,041 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Claims processing; Direct payment fro... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,183 | $65,125+55.4% | $143,797-29.6% | $66,949+51.1% |
| Participation rate | 87.8% | 65.2%+22.6pp | 80.3%+7.5pp | 69.8%+18.0pp |
| Annual return | -12.93% | -11.13%-1.8pp | -0.04%-12.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $7,338 | $2,362+210.6% | $4,952+48.2% | $2,545+188.3% |
| Participant deferral / active EE | $5,745 | $2,920+96.7% | $5,638+1.9% | $4,239+35.5% |
| Admin fee / account holder | $134 | $503-73.3% | $14,679-99.1% | $594-77.4% |