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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $90,123 |
Filed as: FIDUCIARY PARTNERS INVESTMENT CONSU Service code 26 · EIN 26-1370206 | Advisory (Participants) | $10,745 |
Service code 16 · EIN 51-0595589 | Consulting | $10,745 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $6,635 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,438 | $34,242-14.0% | $76,518-61.5% | $75,289-60.9% |
| Participation rate | 21.6% | 43.9%-22.3pp | 68.0%-46.4pp | 72.4%-50.8pp |
| Annual return | -3.64% | -0.98%-2.7pp | -0.27%-3.4pp | -0.04%-3.6pp |
| Employer contribution / active EE | $299 | $975-69.3% | $2,647-88.7% | $2,405-87.6% |
| Participant deferral / active EE | $789 | $1,872-57.9% | $3,836-79.4% | $3,739-78.9% |
| Admin fee / account holder | $252 | $112+125.2% | $4,849-94.8% | $102+146.4% |