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 SERVICES1+ years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 13 · EIN 59-3092339 | Contract Administrator | $60,979 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $8,551 |
Service code 16 · EIN 51-0595589 | Consulting | $8,551 |
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 | $15,645 | $46,173-66.1% | $170,439-90.8% | $69,631-77.5% |
| Participation rate | 71.1% | 63.9%+7.2pp | 83.6%-12.5pp | 70.7%+0.4pp |
| Annual return | 14.79% | 21.62%-6.8pp | 205.94%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,420 | $2,080-31.8% | $4,939-71.3% | $3,224-56.0% |
| Admin fee / account holder | $113 | $116-2.4% | $13,881-99.2% | $110+2.5% |