Filed October 4, 1999 (most recent of 2 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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping fees; Other fees; Other... | $57,849 |
BKS RETIREMENT SERVICES3 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $22,500 |
ASSURANCE DIMENSIONS4 years Service code 10 · EIN 26-3429295 | Accounting | $5,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,863 | $86,897-32.3% | $151,639-61.2% | $64,819-9.2% |
| Participation rate | 95.4% | 87.3%+8.2pp | 87.5%+7.9pp | 71.5%+24.0pp |
| Annual return | -13.85% | -3.57%-10.3pp | 3.34%-17.2pp | 32.84%-46.7pp |
| Employer contribution / active EE | $2,355 | $4,010-41.3% | $6,165-61.8% | $2,507-6.0% |
| Participant deferral / active EE | $6,317 | $6,690-5.6% | $8,363-24.5% | $4,311+46.5% |
| Admin fee / account holder | $117 | $153-23.4% | $11,613-99.0% | $188-37.7% |