Filed January 18, 2016 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,208 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $17,250 |
NEW BERLIN PLASTICS3 years Service code 99 5725 S. WESTRIDGE DR · NEW BERLIN, WI 53151 | Other Fees | $10,000 |
Service code 99 | Other Fees | $8,872 |
Filed as: BLUE CHIP RETIREMENT PLANS, INC Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $3,525 |
WOODBURY FINANCIAL SERVICES4 years Service code 55 | Other Commissions | $2,390 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICEDS Service code 55 INC · OAKDALE, MN 55128 | Other Commissions | $0 |
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 | $63,581 | $78,636-19.1% | $105,607-39.8% | $74,459-14.6% |
| Participation rate | 90.0% | 72.8%+17.2pp | 75.3%+14.7pp | 67.2%+22.8pp |
| Annual return | 12.61% | 15.96%-3.3pp | 116.11%-103.5pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $1,825 | $2,523-27.7% | $3,167-42.4% | $2,626-30.5% |
| Participant deferral / active EE | $4,412 | $4,322+2.1% | $5,011-12.0% | $4,350+1.4% |
| Admin fee / account holder | $323 | $2,220-85.5% | $10,958-97.1% | $1,945-83.4% |