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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 17 376 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Pension Consulting | $32,345 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $31,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,260 | $46,332+15.0% | $143,799-63.0% | $64,819-17.8% |
| Participation rate | 53.9% | 64.2%-10.4pp | 80.3%-26.4pp | 71.5%-17.6pp |
| Annual return | -17.67% | -10.05%-7.6pp | -0.04%-17.6pp | 32.84%-50.5pp |
| Employer contribution / active EE | $2,226 | $1,911+16.5% | $4,952-55.0% | $2,507-11.2% |
| Participant deferral / active EE | $3,598 | $2,647+35.9% | $5,638-36.2% | $4,311-16.5% |
| Admin fee / account holder | $96 | $154-37.8% | $14,677-99.3% | $188-49.1% |