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| Provider | Service type | Compensation |
|---|---|---|
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 55 · EIN 38-2722519 | Other Commissions | $122,075 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $213 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,770 | $102,422+143.9% | $147,117+69.8% | $80,959+208.5% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.98% | 135.16%-121.2pp | 420.54%-406.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $8,643 | $3,717+132.5% | $4,932+75.2% | $2,757+213.5% |
| Participant deferral / active EE | $14,019 | $6,652+110.8% | $8,065+73.8% | $4,300+226.0% |
| Admin fee / account holder | $1 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |