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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 6737 WEST WASHINGTON ST. · MILWAUKEE, WI 53214 | Other Fees | $9,266 |
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,645 | $46,745-53.7% | $60,547-64.3% | $52,331-58.6% |
| Participation rate | 63.7% | 58.6%+5.2pp | 68.0%-4.2pp | 68.1%-4.4pp |
| Annual return | -4.02% | 0.61%-4.6pp | 335.64%-339.7pp | 4.54%-8.6pp |
| Employer contribution / active EE | $1,177 | $1,259-6.5% | $2,419-51.3% | $1,882-37.4% |
| Participant deferral / active EE | $3,438 | $2,145+60.3% | $3,328+3.3% | $3,022+13.8% |
| Admin fee / account holder | $44 | $537-91.8% | $4,536-99.0% | $592-92.5% |