Filed October 18, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,679 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,748 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $366 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $100 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,533 | $72,404-45.4% | $110,243-64.1% | $64,173-38.4% |
| Participation rate | 93.7% | 73.3%+20.3pp | 79.8%+13.8pp | 69.6%+24.1pp |
| Annual return | -36.14% | -6.29%-29.9pp | 314.76%-350.9pp | 7.63%-43.8pp |
| Employer contribution / active EE | $178 | $2,282-92.2% | $3,827-95.4% | $2,381-92.5% |
| Participant deferral / active EE | $3,478 | $3,469+0.3% | $4,672-25.6% | $3,470+0.2% |
| Admin fee / account holder | $4,994 | $5,664-11.8% | $8,548-41.6% | $4,887+2.2% |