Filed September 25, 1992
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 |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE PRAIRIE GROUP Service code 16 · EIN 76-0701903 | Consulting | $44,474 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $25,000 |
Filed as: GWFS EQUITIES INC Service code 15 · EIN 84-0467907 | Recordkeeping | $2,592 |
Service code 99 · EIN 34-1820650 | Other Fees | $300 |
Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,094 | $88,730-25.5% | $82,312-19.7% | $77,958-15.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 76.9%+14.8pp | 71.6%+20.1pp |
| Annual return | 14.67% | 20.88%-6.2pp | 25.88%-11.2pp | 20.87%-6.2pp |
| Employer contribution / active EE | $507 | $2,758-81.6% | $2,428-79.1% | $2,310-78.1% |
| Participant deferral / active EE | $2,246 | $4,634-51.5% | $3,706-39.4% | $3,537-36.5% |
| Admin fee / account holder | $18 | $74-75.3% | $5,608-99.7% | $97-81.2% |