Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | Consulting (pension); Account mainten... | $281,569 |
INTEGRITY ASSET MANAGEMENT4 years Filed as: INTEGRITY FINANCIAL Service code 26 · EIN 32-0123516 | Advisory (Participants) | $54,171 |
Service code 12 · EIN 82-1222973 | Other fees; Plan Administrator; Inves... | $21,591 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $3,770 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,798 | $36,939-92.4% | $80,741-96.5% | $93,010-97.0% |
| Participation rate | 92.8% | 32.6%+60.2pp | 54.2%+38.6pp | 73.9%+18.9pp |
| Annual return | 15.61% | 17.55%-1.9pp | 87.30%-71.7pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $455-100.0% | $1,160-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $1,289 | $1,044+23.5% | $2,145-39.9% | $4,561-71.7% |
| Admin fee / account holder | $112 | $162-30.8% | $3,380-96.7% | $152-26.3% |