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| Provider | Service type | Compensation |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.6+ years Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 10 154 HANSEN RD. SUITE 102 · CHARLOTTESVILLE, VA 22911 | Accounting | $54,189 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS, LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $40,102 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,382 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $33,641 | $64,286-47.7% | $90,970-63.0% | $73,412-54.2% |
| Participation rate | 55.4% | 63.6%-8.2pp | 69.0%-13.6pp | 72.2%-16.8pp |
| Annual return | -7.80% | 21.46%-29.3pp | 134.60%-142.4pp | 59.30%-67.1pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,393 | $2,453-43.2% | $3,373-58.7% | $3,806-63.4% |
| Admin fee / account holder | $338 | $287+17.7% | $5,961-94.3% | $158+114.0% |