Filed March 1, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE & CO. Service code 10 · EIN 35-1178661 12800 N MERIDIAN ST, SUITE 400 · CARMEL, IN 46032 | Accounting | $12,250 |
CLIFTONLARSONALLEN LLP3+ years Service code 15 · EIN 41-0746749 | Recordkeeping | $9,013 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,271 | $89,739-20.6% | $149,721-52.4% | $62,293+14.4% |
| Participation rate | 93.9% | 85.1%+8.8pp | 87.1%+6.8pp | 69.5%+24.3pp |
| Annual return | 8.70% | 21.01%-12.3pp | 1501.67%-1493.0pp | 28.90%-20.2pp |
| Employer contribution / active EE | $1,723 | $3,233-46.7% | $5,444-68.4% | $2,042-15.6% |
| Participant deferral / active EE | $2,040 | $4,797-57.5% | $6,568-68.9% | $3,169-35.6% |
| Admin fee / account holder | $185 | $551-66.5% | $11,282-98.4% | $479-61.4% |