Filed July 18, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SPECTRUM INVESTMENT ADVISORS5+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $67,007 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,703 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W WASHINGTON SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $139 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,065 | $71,534+65.0% | $98,462+19.9% | $71,529+65.1% |
| Participation rate | 93.0% | 72.7%+20.4pp | 75.2%+17.9pp | 67.9%+25.1pp |
| Annual return | 13.96% | 32.44%-18.5pp | 21.17%-7.2pp | 28.97%-15.0pp |
| Employer contribution / active EE | $4,749 | $2,399+97.9% | $3,049+55.8% | $2,590+83.4% |
| Participant deferral / active EE | $7,826 | $4,109+90.5% | $4,738+65.2% | $4,291+82.4% |
| Admin fee / account holder | $549 | $1,677-67.3% | $8,875-93.8% | $1,588-65.5% |