Filed March 1, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE & CO. Service code 10 · EIN 35-1178661 12800 N MERIDIAN ST, SUITE 400 · CARMEL, IN 46032 | Accounting | $13,575 |
CLIFTONLARSONALLEN LLP6+ years Service code 15 · EIN 41-0746749 | Recordkeeping | $11,454 |
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.
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 | $77,082 | $136,307-43.4% | $177,840-56.7% | $73,493+4.9% |
| Participation rate | 95.1% | 86.1%+9.0pp | 87.7%+7.4pp | 70.7%+24.4pp |
| Annual return | 11.89% | 18.68%-6.8pp | 48.32%-36.4pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,241 | $3,712-39.6% | $5,919-62.1% | $2,270-1.3% |
| Participant deferral / active EE | $2,459 | $5,829-57.8% | $7,714-68.1% | $3,740-34.2% |
| Admin fee / account holder | $225 | $596-62.2% | $12,431-98.2% | $513-56.1% |