Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping fees; Other fees; Parti... | $53,935 |
FREEGULLIVER, LLC2 years Service code 26 · EIN 72-1498534 | Advisory (Participants) | $19,959 |
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Other fees; Direct payment from the p... | $17,890 |
LBMC, PC3+ years Service code 10 · EIN 62-1199757 | Accounting | $16,500 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,579 | $61,166-84.3% | $185,837-94.8% | $79,393-87.9% |
| Participation rate | 52.0% | 66.6%-14.6pp | 81.7%-29.7pp | 70.7%-18.7pp |
| Annual return | 7.52% | 19.45%-11.9pp | 122.08%-114.6pp | 116.87%-109.4pp |
| Employer contribution / active EE | $1,553 | $2,321-33.1% | $5,168-69.9% | $2,428-36.0% |
| Participant deferral / active EE | $3,968 | $2,789+42.3% | $5,568-28.7% | $4,046-1.9% |
| Admin fee / account holder | $228 | $710-67.9% | $16,241-98.6% | $627-63.6% |