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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 822 A1A N. · PONTE VEDRA BEACH, FL 32082 | Consulting (pension); Contract Admini... | $13,457 |
STANDFAST1 year Filed as: STANDFAST ASSET MANAGEMENT Service code 26 · EIN 20-3265451 | Advisory (Participants) | $5,168 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $900 |
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.
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 | $32,500 | $56,152-42.1% | $185,835-82.5% | $73,412-55.7% |
| Participation rate | 24.5% | 67.6%-43.1pp | 78.0%-53.6pp | 72.2%-47.7pp |
| Annual return | 18.35% | 17.59%+0.8pp | 35.96%-17.6pp | 59.30%-40.9pp |
| Employer contribution / active EE | $240 | $1,532-84.4% | $4,087-94.1% | $2,234-89.3% |
| Participant deferral / active EE | $934 | $3,659-74.5% | $5,633-83.4% | $3,806-75.5% |
| Admin fee / account holder | $244 | $132+84.8% | $9,502-97.4% | $158+54.6% |