Filed March 15, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.4+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53224 | Contract Administrator | $90,672 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 10 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Accounting | $25,703 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,322 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,669 |
Filed as: EMPOWER RETIRMENT ADVISORY SERVICES Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,640 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS LLC Service code 49 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,649 | $37,884-71.9% | $79,476-86.6% | $75,289-85.9% |
| Participation rate | 44.1% | 65.0%-20.9pp | 73.3%-29.2pp | 72.4%-28.3pp |
| Annual return | -2.23% | 1.06%-3.3pp | 718.21%-720.4pp | -0.04%-2.2pp |
| Employer contribution / active EE | $1,314 | $1,680-21.8% | $2,800-53.1% | $2,405-45.4% |
| Participant deferral / active EE | $891 | $2,569-65.3% | $3,704-75.9% | $3,739-76.2% |
| Admin fee / account holder | $111 | $77+44.4% | $5,113-97.8% | $102+8.1% |