Filed March 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $21,639 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 · EIN 39-1974154 | Contract Administrator | $19,828 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,500 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $537 |
Filed as: ENVESTNET RETIREMETN SOLUTIONS, LLC Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $366 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,980 | $39,859-67.4% | $78,689-83.5% | $57,658-77.5% |
| Participation rate | 87.2% | 66.1%+21.1pp | 73.6%+13.6pp | 70.2%+17.0pp |
| Annual return | 7.87% | 18.96%-11.1pp | 62.18%-54.3pp | 5.13%+2.7pp |
| Employer contribution / active EE | $579 | $1,786-67.6% | $2,851-79.7% | $1,974-70.7% |
| Participant deferral / active EE | $1,943 | $2,248-13.6% | $3,517-44.7% | $3,061-36.5% |
| Admin fee / account holder | $15 | $76-80.1% | $4,510-99.7% | $95-84.0% |