Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 38-3838543 | Advisory (Participants) | $47,638 |
BLUESTAR RETIREMENT SERVICES3 years Service code 13 · EIN 59-3092339 | Contract Administrator | $12,169 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $5,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,259 | $98,982-26.0% | $162,177-54.8% | $65,185+12.4% |
| Participation rate | 81.1% | 85.8%-4.7pp | 87.6%-6.5pp | 70.2%+10.9pp |
| Annual return | 19.77% | 24.84%-5.1pp | 115.60%-95.8pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,444 | $3,467-29.5% | $5,613-56.5% | $2,177+12.3% |
| Participant deferral / active EE | $5,363 | $5,384-0.4% | $7,297-26.5% | $3,514+52.6% |
| Admin fee / account holder | $444 | $596-25.6% | $10,843-95.9% | $847-47.6% |