Filed May 30, 2003 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Service code 13 · EIN 59-3092339 | Contract Administrator | $13,706 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $407 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,703 | $89,739-19.0% | $149,716-51.4% | $62,293+16.7% |
| Participation rate | 90.1% | 85.1%+5.0pp | 87.1%+3.0pp | 69.5%+20.6pp |
| Annual return | 16.19% | 21.01%-4.8pp | 1501.67%-1485.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,013 | $3,233-68.7% | $5,444-81.4% | $2,042-50.4% |
| Participant deferral / active EE | $2,661 | $4,797-44.5% | $6,568-59.5% | $3,169-16.0% |
| Admin fee / account holder | $115 | $551-79.2% | $11,282-99.0% | $479-76.1% |