Filed March 3, 2025 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Service code 13 · EIN 59-3092339 822 A1A N · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $140,160 |
FIDUCIARY CONSULTING GROUP2 years Service code 27 · EIN 20-2807852 PO BOX 11408 · MURFREESBORO, TN 37129 | Advisory (Plan) | $54,778 |
Service code 26 · EIN 52-2114207 | Advisory (Participants) | $24,540 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $15,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,766 | $54,237+74.7% | $90,304+4.9% | $67,579+40.2% |
| Participation rate | 89.7% | 68.6%+21.1pp | 73.3%+16.5pp | 71.3%+18.5pp |
| Annual return | 21.21% | 37.27%-16.1pp | 78.13%-56.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $4,410 | $1,846+138.9% | $2,855+54.5% | $2,148+105.3% |
| Participant deferral / active EE | $5,698 | $2,625+117.1% | $3,885+46.7% | $3,539+61.0% |
| Admin fee / account holder | $443 | $123+258.9% | $5,354-91.7% | $142+211.2% |