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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,278 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 55 | Other Commissions | $2,317 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON ST · MILWAUKEE, WI 53214 | Contract Administrator | $531 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
Filed as: VOYA FINANCIAL ADVISERS Service code 55 909 LOCUST STREET · DES MOINES, IA 50309 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,671 | $46,360-29.5% | $147,617-77.9% | $52,331-37.6% |
| Participation rate | 32.4% | 64.9%-32.5pp | 84.6%-52.2pp | 68.1%-35.7pp |
| Annual return | -1.09% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $593 | $2,258-73.7% | $4,895-87.9% | $3,022-80.4% |
| Admin fee / account holder | $134 | $766-82.6% | $11,611-98.8% | $592-77.4% |