Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Recordkeeping fees; O... | $85,574 |
BENSOURCE EMPLOYEE BENEFITS2 years Service code 26 · EIN 27-1598845 | Advisory (Participants) | $59,213 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN & ASSOCIATES PC Service code 10 · EIN 58-1945983 | Accounting | $7,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,672 | $52,722-24.8% | $90,430-56.1% | $73,412-46.0% |
| Participation rate | 62.9% | 67.7%-4.9pp | 72.7%-9.8pp | 72.2%-9.3pp |
| Annual return | 25.35% | 20.70%+4.6pp | 1293.73%-1268.4pp | 59.30%-33.9pp |
| Employer contribution / active EE | $1,278 | $1,872-31.7% | $3,262-60.8% | $2,234-42.8% |
| Participant deferral / active EE | $2,465 | $2,810-12.3% | $3,963-37.8% | $3,806-35.2% |
| Admin fee / account holder | $251 | $117+115.1% | $5,613-95.5% | $158+59.2% |