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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES INC Service code 15 · EIN 74-2715820 | Recordkeeping | $22,982 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Direct payment from the plan; Claims ... | $12,002 |
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 | $105,056 | $55,437+89.5% | $155,534-32.5% | $74,459+41.1% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 10.70% | 269.58%-258.9pp | 64.92%-54.2pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $3,890 | $2,266+71.6% | $4,675-16.8% | $2,626+48.1% |
| Participant deferral / active EE | $4,182 | $2,837+47.4% | $5,630-25.7% | $4,350-3.9% |
| Admin fee / account holder | $214 | $1,742-87.7% | $15,900-98.7% | $1,945-89.0% |