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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 13 · EIN 59-3092339 | Contract Administrator | $13,107 |
BLUESTAR RETIREMENT ADVISORS2 years Service code 27 · EIN 20-3000000 | Advisory (Plan) | $5,974 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $943 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $881,588 | $49,255+1689.8% | $70,494+1150.6% | $79,856+1004.0% |
| Participation rate | 0.0% | 69.2%-69.2pp | 75.1%-75.1pp | 69.6%-69.6pp |
| Annual return | 4.48% | 30.10%-25.6pp | 109.16%-104.7pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,577 | $2,100-24.9% | $2,738-42.4% | $2,471-36.2% |
| Participant deferral / active EE | $2,487 | $2,768-10.2% | $3,711-33.0% | $3,741-33.5% |
| Admin fee / account holder | $7,028 | $2,879+144.1% | $3,848+82.7% | $5,306+32.4% |