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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ 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 | $35,071 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $3,825 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,403 | $66,124+23.1% | $90,461-10.0% | $73,497+10.8% |
| Participation rate | 97.9% | 69.7%+28.2pp | 72.7%+25.2pp | 70.7%+27.2pp |
| Annual return | 16.61% | 17.65%-1.0pp | 1294.76%-1278.2pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,453 | $2,346+4.5% | $3,264-24.9% | $2,270+8.0% |
| Participant deferral / active EE | $6,275 | $3,039+106.5% | $3,964+58.3% | $3,740+67.8% |
| Admin fee / account holder | $304 | $396-23.3% | $5,617-94.6% | $513-40.8% |