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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,446 |
DENALI WEALTH MANAGEMENT7 years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $64,534 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Service code 13 | Contract Administrator | $10,000 |
BLUE CHIP RETIREMENT PLANS, INC.8+ years Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 WEST WASHINGTON, # 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,513 | $82,188-15.4% | $125,391-44.6% | $64,824+7.2% |
| Participation rate | 83.7% | 77.9%+5.8pp | 82.4%+1.3pp | 71.5%+12.2pp |
| Annual return | -17.60% | 3.50%-21.1pp | 572.41%-590.0pp | 32.84%-50.4pp |
| Employer contribution / active EE | $4,702 | $3,617+30.0% | $4,816-2.4% | $2,507+87.5% |
| Participant deferral / active EE | $11,754 | $7,177+63.8% | $7,448+57.8% | $4,311+172.6% |
| Admin fee / account holder | $297 | $163+82.0% | $10,009-97.0% | $188+58.1% |