Filed March 1, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & CO. Service code 10 · EIN 35-1178661 12800 N MERIDIAN ST, SUITE 400 · CARMEL, IN 46032 | Accounting | $11,500 |
CLIFTONLARSONALLEN LLP1+ years Service code 15 · EIN 41-0746749 301 SW ADAMS, STE 900 · PEORIA, IL 616561835 | Recordkeeping | $10,021 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $59,692 | $70,667-15.5% | $123,105-51.5% | $52,331+14.1% |
| Participation rate | 94.2% | 83.7%+10.5pp | 86.8%+7.4pp | 68.1%+26.1pp |
| Annual return | 0.90% | 6.23%-5.3pp | 13.22%-12.3pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,500 | $2,946-49.1% | $5,151-70.9% | $1,882-20.3% |
| Participant deferral / active EE | $1,743 | $4,493-61.2% | $6,229-72.0% | $3,022-42.3% |
| Admin fee / account holder | $162 | $506-67.9% | $9,014-98.2% | $592-72.5% |