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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 26 · EIN 95-2834236 | Advisory (Participants) | $38,055 |
Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $16,273 |
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 | $52,716 | $83,090-36.6% | $130,062-59.5% | $71,529-26.3% |
| Participation rate | 97.1% | 74.1%+22.9pp | 78.5%+18.6pp | 67.9%+29.1pp |
| Annual return | 14.94% | 20.61%-5.7pp | -137.37%+152.3pp | 28.97%-14.0pp |
| Employer contribution / active EE | $2,451 | $2,624-6.6% | $4,322-43.3% | $2,590-5.4% |
| Participant deferral / active EE | $2,984 | $4,436-32.7% | $5,821-48.7% | $4,291-30.5% |
| Admin fee / account holder | $453 | $1,727-73.7% | $10,601-95.7% | $1,588-71.5% |