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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 | $106,247-19.7% | $147,096-42.0% | $77,714+9.8% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 15.89% | 56.87%-41.0pp | 419.75%-403.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $5,269 | $4,069+29.5% | $4,936+6.8% | $2,727+93.2% |
| Participant deferral / active EE | $13,187 | $7,996+64.9% | $8,071+63.4% | $4,649+183.6% |
| Admin fee / account holder | $267 | $338-21.0% | $13,005-97.9% | $433-38.3% |