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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $13,045 |
JARRED BUNCH CONSULTING2 years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $10,115 |
RJA 338 FEE1 year Service code 26 · EIN 59-1237041 | Advisory (Participants) | $6,993 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $600 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $486 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,603 | $54,573-64.1% | $90,970-78.5% | $73,493-73.3% |
| Participation rate | 52.8% | 61.2%-8.3pp | 69.0%-16.2pp | 70.7%-17.9pp |
| Annual return | 9.61% | 16.69%-7.1pp | 134.58%-125.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,549 | $991+56.3% | $2,122-27.0% | $2,270-31.7% |
| Participant deferral / active EE | $1,906 | $2,517-24.3% | $3,373-43.5% | $3,740-49.0% |
| Admin fee / account holder | $221 | $521-57.6% | $5,960-96.3% | $513-56.9% |