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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $27,124 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $5,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,592 | $46,360-53.4% | $147,614-85.4% | $52,331-58.7% |
| Participation rate | 67.9% | 64.9%+3.0pp | 84.6%-16.7pp | 68.1%-0.2pp |
| Annual return | -1.35% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,237 | $2,126-41.8% | $5,564-77.8% | $1,882-34.3% |
| Participant deferral / active EE | $1,623 | $2,258-28.1% | $4,895-66.8% | $3,022-46.3% |
| Admin fee / account holder | $321 | $766-58.0% | $11,611-97.2% | $592-45.7% |