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| Provider | Service type | Compensation |
|---|---|---|
DENALI WEALTH MANAGEMENT9 years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $75,868 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,155 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $17,697 |
BLUE CHIP RETIREMENT PLANS, INC.10+ years Service code 13 | Contract Administrator | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,302 | $106,110-19.6% | $147,005-42.0% | $77,671+9.8% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.1pp | 70.6%+25.6pp |
| Annual return | 15.89% | 56.77%-40.9pp | 418.76%-402.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $5,269 | $4,065+29.6% | $4,934+6.8% | $2,726+93.3% |
| Participant deferral / active EE | $13,187 | $7,992+65.0% | $8,070+63.4% | $4,648+183.7% |
| Admin fee / account holder | $267 | $338-20.8% | $13,006-97.9% | $430-37.9% |