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 SERVICES3 years Service code 12 · EIN 59-3092339 822 A1A N · PONTE VEDRA BEACH, FL 32082 | Other services; Claims processing; Di... | $139,220 |
FIDUCIARY CONSULTING GROUP3 years Service code 14 · EIN 20-2807852 PO BOX 11408 · MURFREESBORO, TN 37129 | Plan Administrator | $54,703 |
Service code 26 · EIN 39-2018056 | Advisory (Participants) | $24,212 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,982 | $52,670+106.9% | $90,404+20.6% | $73,409+48.5% |
| Participation rate | 94.1% | 67.7%+26.4pp | 72.7%+21.4pp | 72.2%+21.9pp |
| Annual return | 4.72% | 20.70%-16.0pp | 1293.02%-1288.3pp | 59.29%-54.6pp |
| Employer contribution / active EE | $5,384 | $1,872+187.7% | $3,262+65.0% | $2,234+141.0% |
| Participant deferral / active EE | $6,931 | $2,807+146.9% | $3,963+74.9% | $3,805+82.1% |
| Admin fee / account holder | $465 | $117+298.5% | $5,611-91.7% | $158+194.7% |