Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 38-3838543 | Advisory (Participants) | $46,238 |
BLUESTAR RETIREMENT SERVICES2 years Service code 13 · EIN 59-3092339 | Contract Administrator | $13,279 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $4,775 |
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.
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 | $64,191 | $79,523-19.3% | $140,019-54.2% | $56,289+14.0% |
| Participation rate | 79.7% | 85.7%-6.0pp | 87.5%-7.8pp | 69.9%+9.9pp |
| Annual return | -8.03% | 2.39%-10.4pp | 651.17%-659.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $2,032 | $3,350-39.3% | $5,605-63.7% | $2,111-3.7% |
| Participant deferral / active EE | $5,103 | $5,129-0.5% | $6,927-26.3% | $3,350+52.3% |
| Admin fee / account holder | $463 | $614-24.7% | $10,705-95.7% | $521-11.2% |