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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,542 |
Filed as: KESTRA INVESTMENT SERVICES Service code 55 | Other Commissions | $5,857 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 WEST WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $3,289 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $919 |
Service code 55 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,459 | $50,898-44.1% | $171,082-83.4% | $55,167-48.4% |
| Participation rate | 35.9% | 63.3%-27.4pp | 76.7%-40.8pp | 69.0%-33.1pp |
| Annual return | 8.35% | 15.34%-7.0pp | 32.56%-24.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $820 | $1,433-42.8% | $4,002-79.5% | $1,963-58.2% |
| Participant deferral / active EE | $1,797 | $2,994-40.0% | $4,797-62.6% | $3,054-41.2% |
| Admin fee / account holder | $168 | $500-66.3% | $8,520-98.0% | $504-66.6% |