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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $47,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,293 | $93,182-48.2% | $146,647-67.1% | $79,389-39.2% |
| Participation rate | 98.1% | 76.4%+21.6pp | 80.1%+18.0pp | 70.7%+27.3pp |
| Annual return | 32.56% | 21.61%+10.9pp | 22.75%+9.8pp | 116.89%-84.3pp |
| Employer contribution / active EE | $1,942 | $2,420-19.7% | $4,137-53.1% | $2,428-20.0% |
| Participant deferral / active EE | $2,471 | $4,169-40.7% | $5,506-55.1% | $4,046-38.9% |
| Admin fee / account holder | $386 | $585-33.9% | $10,281-96.2% | $626-38.3% |