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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES INC Service code 15 · EIN 74-2715820 | Recordkeeping | $18,195 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Direct payment from the plan; Claims ... | $11,149 |
Annual investment return 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 | $97,627 | $77,920+25.3% | $149,723-34.8% | $75,177+29.9% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 13.14% | 31.72%-18.6pp | 134.50%-121.4pp | 160.75%-147.6pp |
| Employer contribution / active EE | $5,579 | $3,138+77.8% | $4,821+15.7% | $2,671+108.9% |
| Participant deferral / active EE | $4,518 | $3,411+32.4% | $5,682-20.5% | $4,126+9.5% |
| Admin fee / account holder | $211 | $5,951-96.5% | $13,215-98.4% | $5,651-96.3% |