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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $58,226 |
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 | $47,437 | $86,692-45.3% | $119,634-60.3% | $66,949-29.1% |
| Participation rate | 97.0% | 75.6%+21.4pp | 79.3%+17.8pp | 69.8%+27.2pp |
| Annual return | -13.17% | -8.00%-5.2pp | -14.98%+1.8pp | 1.57%-14.7pp |
| Employer contribution / active EE | $2,475 | $2,536-2.4% | $4,232-41.5% | $2,545-2.8% |
| Participant deferral / active EE | $2,918 | $4,360-33.1% | $5,601-47.9% | $4,239-31.2% |
| Admin fee / account holder | $498 | $755-34.1% | $10,329-95.2% | $594-16.2% |