Filed December 14, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
DENALI WEALTH MANAGEMENT8 years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $26,126 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,269 |
Filed as: BLUE CHIP RETIREMENT PLANS INC Service code 13 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Contract Administrator | $8,917 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,976 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,998 | $78,607-13.5% | $105,624-35.6% | $74,478-8.7% |
| Participation rate | 87.3% | 72.8%+14.5pp | 75.3%+12.0pp | 67.2%+20.1pp |
| Annual return | 25.41% | 15.96%+9.4pp | 116.20%-90.8pp | 1370.56%-1345.2pp |
| Employer contribution / active EE | $590 | $2,523-76.6% | $3,168-81.4% | $2,626-77.6% |
| Participant deferral / active EE | $4,365 | $4,325+0.9% | $5,013-12.9% | $4,350+0.3% |
| Admin fee / account holder | $333 | $2,220-85.0% | $10,961-97.0% | $1,946-82.9% |