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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $34,706 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $14,915 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,769 | $47,977+7.9% | $154,108-66.4% | $56,289-8.0% |
| Participation rate | 41.4% | 66.2%-24.8pp | 83.0%-41.7pp | 69.9%-28.5pp |
| Annual return | -9.11% | 3.54%-12.6pp | 735.21%-744.3pp | -9.96%+0.8pp |
| Employer contribution / active EE | $1,127 | $2,169-48.0% | $5,298-78.7% | $2,111-46.6% |
| Participant deferral / active EE | $2,227 | $2,392-6.9% | $5,081-56.2% | $3,350-33.5% |
| Admin fee / account holder | $423 | $438-3.4% | $13,411-96.8% | $521-18.8% |