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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE PRARIE GROUP Service code 27 · EIN 76-0701903 | Advisory (Plan) | $33,906 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $21,351 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -7.81% | -5.34%-2.5pp | 12.68%-20.5pp | -82.66%+74.9pp |
| Employer contribution / active EE | $583,000 | $31,322+1761.3% | $22,860+2450.3% | $43,771+1231.9% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |