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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $11,449 |
THE NORDEN GROUP1 year Service code 26 · EIN 27-0925018 | Advisory (Participants) | $7,469 |
Service code 12 · EIN 82-1222973 | Named fiduciary; Direct payment from ... | $6,548 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $448 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,383 | $61,172-83.0% | $185,851-94.4% | $79,389-86.9% |
| Participation rate | 89.8% | 66.6%+23.2pp | 81.7%+8.1pp | 70.7%+19.1pp |
| Annual return | 21.92% | 19.45%+2.5pp | 122.11%-100.2pp | 116.89%-95.0pp |
| Employer contribution / active EE | $897 | $2,321-61.3% | $5,168-82.6% | $2,428-63.0% |
| Participant deferral / active EE | $1,833 | $2,788-34.3% | $5,569-67.1% | $4,046-54.7% |
| Admin fee / account holder | $144 | $710-79.7% | $16,245-99.1% | $626-77.0% |