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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE CHIP RETIREMENT PLANS, INC Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $9,665 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 MGMT CO · MIL, WI 53214 | Other Fees | $8,223 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,529 | $77,677-65.8% | $109,173-75.7% | $79,391-66.6% |
| Participation rate | 77.4% | 67.8%+9.6pp | 75.9%+1.6pp | 70.7%+6.7pp |
| Annual return | 16.93% | 23.44%-6.5pp | 25.75%-8.8pp | 116.88%-99.9pp |
| Employer contribution / active EE | $916 | $2,798-67.3% | $3,723-75.4% | $2,428-62.3% |
| Participant deferral / active EE | $3,008 | $3,517-14.5% | $4,654-35.4% | $4,046-25.7% |
| Admin fee / account holder | $52 | $732-92.9% | $6,755-99.2% | $627-91.6% |