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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL Service code 16 · EIN 39-1096303 21180 W. CAPITOL DRIVE · PEWAUKEE, WI 53072 | Consulting | $45,968 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,716 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $4,650 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,214 | $51,223+29.3% | $82,763-20.0% | $66,949-1.1% |
| Participation rate | 96.7% | 67.9%+28.8pp | 72.6%+24.1pp | 69.8%+26.9pp |
| Annual return | -15.17% | -9.85%-5.3pp | 702.45%-717.6pp | 1.57%-16.7pp |
| Employer contribution / active EE | $3,779 | $2,611+44.7% | $3,008+25.6% | $2,545+48.5% |
| Participant deferral / active EE | $6,263 | $3,460+81.0% | $4,395+42.5% | $4,239+47.7% |
| Admin fee / account holder | $284 | $415-31.7% | $5,325-94.7% | $594-52.2% |