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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $97,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,504 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $5,372 |
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PPO BOX 88499 · MILWAUKEE, WI 53288 | Other Commissions | $0 |
BAIRD FUNDS6+ years Filed as: ROBERT W BAIRD AND CO INCORPORATED Service code 55 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,418 | $92,055+6.9% | $106,213-7.3% | $77,643+26.8% |
| Participation rate | 97.3% | 81.0%+16.3pp | 75.3%+22.0pp | 70.6%+26.7pp |
| Annual return | 17.37% | 17.91%-0.5pp | 116.14%-98.8pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,968 | $3,367-11.8% | $3,171-6.4% | $2,726+8.9% |
| Participant deferral / active EE | $3,932 | $5,386-27.0% | $5,016-21.6% | $4,647-15.4% |
| Admin fee / account holder | $316 | $219+44.3% | $11,033-97.1% | $430-26.6% |