Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $102,429+143.8% | $147,096+69.8% | $80,925+208.6% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+28.9pp |
| Annual return | 13.98% | 135.02%-121.0pp | 419.75%-405.8pp | 35.65%-21.7pp |
| Employer contribution / active EE | $8,643 | $3,716+132.6% | $4,936+75.1% | $2,756+213.6% |
| Participant deferral / active EE | $14,019 | $6,649+110.9% | $8,071+73.7% | $4,299+226.1% |
| Admin fee / account holder | $1 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |