Filed April 13, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $89,482 |
Service code 27 1 NEW YORK PLZ 12TH FLR · NEW YORK, NY 10004 | Advisory (Plan) | $45,570 |
BLUE CHIP RETIREMENT PLANS, INC.2+ years Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $7,702 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,035 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $527 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,423 | $37,213-15.6% | $156,551-79.9% | $63,975-50.9% |
| Participation rate | 99.8% | 65.0%+34.8pp | 84.0%+15.8pp | 71.1%+28.7pp |
| Annual return | 31.65% | 47.89%-16.2pp | 32.23%-0.6pp | 48.65%-17.0pp |
| Employer contribution / active EE | $3,683 | $1,357+171.5% | $5,501-33.0% | $2,182+68.8% |
| Participant deferral / active EE | $2,662 | $2,070+28.6% | $4,871-45.3% | $3,356-20.7% |
| Admin fee / account holder | $85 | $56+50.4% | $13,028-99.3% | $70+20.2% |