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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $7,550 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $221 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $73 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,294 | $58,895-84.2% | $178,503-94.8% | $73,497-87.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 81.9%-1.9pp | 70.7%+9.3pp |
| Annual return | 14.90% | 24.86%-10.0pp | 151.12%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $707 | $2,236-68.4% | $5,011-85.9% | $2,270-68.9% |
| Participant deferral / active EE | $1,554 | $2,567-39.5% | $5,202-70.1% | $3,740-58.4% |
| Admin fee / account holder | $142 | $400-64.6% | $13,987-99.0% | $513-72.4% |