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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $55,069 |
JARED BUNCH CONSULTING, LLC2+ years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $43,645 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,898 | $86,338-67.7% | $91,989-69.7% | $77,787-64.1% |
| Participation rate | 45.0% | 82.9%-37.9pp | 78.6%-33.6pp | 73.2%-28.2pp |
| Annual return | 25.27% | 29.65%-4.4pp | 69.02%-43.7pp | 32.57%-7.3pp |
| Employer contribution / active EE | $1,284 | $2,988-57.0% | $3,452-62.8% | $2,504-48.7% |
| Participant deferral / active EE | $2,032 | $6,908-70.6% | $5,923-65.7% | $3,967-48.8% |
| Admin fee / account holder | $136 | $79+70.9% | $7,743-98.2% | $100+35.5% |