Filed March 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 · EIN 39-1974154 | Contract Administrator | $25,372 |
Service code 28 1801 CALIFORNIA ST 23RD FOOR · DENVER, CO 80202 | Investment Management | $4,807 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,650 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,056 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $0 |
Filed as: COORDINATED CAPITAL SECURITIES INC. Service code 55 704 RIVER PL · MADISON, WI 53716 | Other Commissions | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,366 | $41,256-65.2% | $86,582-83.4% | $77,958-81.6% |
| Participation rate | 25.9% | 63.0%-37.1pp | 73.5%-47.7pp | 71.6%-45.8pp |
| Annual return | 15.25% | 17.67%-2.4pp | 965.08%-949.8pp | 20.87%-5.6pp |
| Employer contribution / active EE | $180 | $1,613-88.9% | $2,839-93.7% | $2,310-92.2% |
| Participant deferral / active EE | $684 | $2,332-70.7% | $3,609-81.1% | $3,537-80.7% |
| Admin fee / account holder | $19 | $71-73.8% | $4,904-99.6% | $97-80.9% |