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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $32,585 |
Service code 13 6500 S MACADAM AVE STE 100 · PORTLAND, OR 97239 | Contract Administrator | $22,333 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 15 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Recordkeeping | $20,516 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,024 | $65,428-60.2% | $169,397-84.6% | $71,529-63.6% |
| Participation rate | 87.0% | 66.9%+20.1pp | 77.2%+9.8pp | 67.9%+19.0pp |
| Annual return | 19.26% | 21.35%-2.1pp | 406.23%-387.0pp | 28.97%-9.7pp |
| Employer contribution / active EE | $2,712 | $2,064+31.4% | $4,013-32.4% | $2,590+4.7% |
| Participant deferral / active EE | $4,296 | $4,360-1.5% | $6,223-31.0% | $4,291+0.1% |
| Admin fee / account holder | $284 | $1,328-78.6% | $9,017-96.8% | $1,588-82.1% |