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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ 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 | $35,722 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.7+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $3,825 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,989 | $63,768+27.0% | $98,506-17.8% | $79,389+2.0% |
| Participation rate | 99.5% | 69.9%+29.6pp | 73.3%+26.2pp | 70.7%+28.8pp |
| Annual return | 13.69% | 626.18%-612.5pp | 1494.92%-1481.2pp | 116.89%-103.2pp |
| Employer contribution / active EE | $2,825 | $2,558+10.4% | $2,961-4.6% | $2,428+16.3% |
| Participant deferral / active EE | $6,350 | $3,305+92.1% | $4,277+48.5% | $4,046+56.9% |
| Admin fee / account holder | $271 | $516-47.4% | $5,955-95.4% | $626-56.7% |