Filed June 9, 2015 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $27,179 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,854 |
MATRIX TRUST COMPANY1 year Filed as: BROADRIDGE MATRIX TRUST COMPANY Service code 19 2800 N. CENTRAL AVE. · PHOENIX, AZ 85004 | Securities Custodian | $950 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,354 | $52,293-76.4% | $178,498-93.1% | $73,412-83.2% |
| Participation rate | 90.1% | 65.3%+24.8pp | 81.9%+8.2pp | 72.2%+17.9pp |
| Annual return | 3.54% | 34.75%-31.2pp | 151.09%-147.6pp | 59.30%-55.8pp |
| Employer contribution / active EE | $219 | $1,735-87.4% | $5,011-95.6% | $2,234-90.2% |
| Participant deferral / active EE | $1,045 | $2,332-55.2% | $5,202-79.9% | $3,806-72.6% |
| Admin fee / account holder | $77 | $127-39.3% | $13,985-99.4% | $158-51.0% |