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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $39,767 |
BRIGHTON JONES LLC1 year Service code 22 · EIN 91-2007475 | Insurance Broker | $32,228 |
Service code 13 · EIN 91-1072394 | Contract Administrator | $9,410 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 20082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,642 | $46,423+106.0% | $75,901+26.0% | $67,579+41.5% |
| Participation rate | 40.4% | 63.1%-22.7pp | 69.3%-28.9pp | 71.3%-30.9pp |
| Annual return | 21.85% | 32.29%-10.4pp | 30.76%-8.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $633 | $1,406-55.0% | $2,501-74.7% | $2,148-70.5% |
| Participant deferral / active EE | $2,604 | $2,564+1.5% | $3,603-27.7% | $3,539-26.4% |
| Admin fee / account holder | $353 | $132+167.7% | $5,420-93.5% | $142+147.9% |