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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 16 · EIN 39-1096303 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Consulting | $45,000 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,646 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $3,300 |
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 | $73,380 | $51,620+42.2% | $90,324-18.8% | $65,186+12.6% |
| Participation rate | 98.0% | 68.6%+29.3pp | 73.3%+24.7pp | 70.2%+27.8pp |
| Annual return | 23.61% | 24.94%-1.3pp | 78.15%-54.5pp | 29.39%-5.8pp |
| Employer contribution / active EE | $2,541 | $2,235+13.7% | $2,856-11.0% | $2,177+16.7% |
| Participant deferral / active EE | $6,081 | $2,871+111.9% | $3,885+56.5% | $3,514+73.1% |
| Admin fee / account holder | $300 | $384-22.0% | $5,356-94.4% | $847-64.6% |