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 | Contract Administrator; Participant c... | $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).
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 | $108,982 | $52,722+106.7% | $90,461+20.5% | $73,412+48.5% |
| Participation rate | 94.1% | 67.7%+26.3pp | 72.7%+21.4pp | 72.2%+21.9pp |
| Annual return | 4.72% | 20.70%-16.0pp | 1294.76%-1290.0pp | 59.30%-54.6pp |
| Employer contribution / active EE | $5,384 | $1,872+187.7% | $3,264+64.9% | $2,234+141.0% |
| Participant deferral / active EE | $6,931 | $2,810+146.7% | $3,964+74.8% | $3,806+82.1% |
| Admin fee / account holder | $465 | $117+298.2% | $5,617-91.7% | $158+194.7% |