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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,135 |
DENALI WEALTH MANAGEMENT5+ years Service code 27 4425 N PORT WASHINGTON RD · MILWAUKEE, WI 53212 | Advisory (Plan) | $13,494 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $11,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,482 |
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 | $86,698 | $86,341+0.4% | $125,192-30.7% | $65,185+33.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 22.46% | 27.44%-5.0pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,675 | $2,040+31.1% | $3,866-30.8% | $2,177+22.9% |
| Participant deferral / active EE | $4,398 | $3,538+24.3% | $4,937-10.9% | $3,514+25.2% |
| Admin fee / account holder | $213 | $609-65.0% | $9,704-97.8% | $847-74.8% |