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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,148 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Service code 13 6737 W WASHINGTON · MILWAUKEE, WI 53214 | Contract Administrator | $11,650 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,962 |
DENALI WEALTH MANAGEMENT6+ years Service code 27 1325 W TOWNE SQUARE RD · MEQUON, WI 53092 | Advisory (Plan) | $0 |
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 | $89,856 | $81,494+10.3% | $133,978-32.9% | $73,497+22.3% |
| Participation rate | 98.6% | 76.4%+22.2pp | 79.8%+18.8pp | 70.7%+27.9pp |
| Annual return | 13.79% | 19.40%-5.6pp | 45.10%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,811 | $2,210+27.2% | $3,919-28.3% | $2,270+23.8% |
| Participant deferral / active EE | $4,530 | $3,787+19.6% | $5,047-10.3% | $3,740+21.1% |
| Admin fee / account holder | $224 | $713-68.7% | $8,930-97.5% | $513-56.4% |