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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 | $102,393+143.9% | $147,041+69.9% | $80,911+208.7% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.6%+28.9pp |
| Annual return | 13.98% | 134.95%-121.0pp | 419.21%-405.2pp | 35.63%-21.7pp |
| Employer contribution / active EE | $8,643 | $3,715+132.6% | $4,935+75.1% | $2,756+213.6% |
| Participant deferral / active EE | $14,019 | $6,647+110.9% | $8,071+73.7% | $4,297+226.3% |
| Admin fee / account holder | $1 | $7,943-100.0% | $13,006-100.0% | $6,935-100.0% |