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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANCIS LLC Service code 26 · EIN 39-1096303 19435 W. CAPITOL DRIVE, STE 201 · BROOKFIELD, WI 53045 | Advisory (Participants) | $47,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $44,417 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 99 | Other Fees | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.9+ years Filed as: BLUE CHIP RETIREMENT SERVICES Service code 99 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Fees | $5,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,719 | $58,312+26.4% | $86,656-14.9% | $71,529+3.1% |
| Participation rate | 93.1% | 65.0%+28.0pp | 71.7%+21.4pp | 67.9%+25.1pp |
| Annual return | 17.09% | 24.08%-7.0pp | 593.09%-576.0pp | 28.97%-11.9pp |
| Employer contribution / active EE | $3,305 | $2,576+28.3% | $3,025+9.2% | $2,590+27.6% |
| Participant deferral / active EE | $6,413 | $3,439+86.5% | $4,439+44.5% | $4,291+49.4% |
| Admin fee / account holder | $291 | $1,057-72.5% | $5,619-94.8% | $1,588-81.7% |