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 Service code 13 · EIN 59-3092339 822 A1A N. · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $9,702 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,075 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST CO Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $21,548 | $42,582-49.4% | $171,082-87.4% | $57,658-62.6% |
| Participation rate | 20.2% | 63.9%-43.7pp | 76.7%-56.5pp | 70.2%-50.0pp |
| Annual return | 5.90% | 308.67%-302.8pp | 32.56%-26.7pp | 5.13%+0.8pp |
| Employer contribution / active EE | $156 | $1,306-88.0% | $4,002-96.1% | $1,974-92.1% |
| Participant deferral / active EE | $581 | $2,933-80.2% | $4,797-87.9% | $3,061-81.0% |
| Admin fee / account holder | $238 | $82+189.4% | $8,520-97.2% | $95+152.0% |