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| Provider | Service type | Compensation |
|---|---|---|
US BANCORP INVESTMENTS INC1+ years Service code 55 7TH AND WASHINGTON · ST. LOUIS, MO 63101 | Other Commissions | $10,935 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $3,650 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Service code 99 | Other Fees | $2,534 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $300 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,136 | $54,320-4.0% | $67,652-22.9% | $52,331-0.4% |
| Participation rate | 65.4% | 73.6%-8.2pp | 75.7%-10.3pp | 68.1%-2.8pp |
| Annual return | -0.51% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $272 | $1,544-82.4% | $2,266-88.0% | $1,882-85.5% |
| Participant deferral / active EE | $1,432 | $2,950-51.5% | $3,560-59.8% | $3,022-52.6% |
| Admin fee / account holder | $31 | $527-94.1% | $4,821-99.4% | $592-94.8% |