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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Service code 13 · EIN 59-3092339 822 A1A N. SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $13,336 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $332 |
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.
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 | $6,035 | $48,471-87.5% | $182,558-96.7% | $67,582-91.1% |
| Participation rate | 84.7% | 67.2%+17.5pp | 78.0%+6.7pp | 71.3%+13.4pp |
| Annual return | 15.66% | 31.08%-15.4pp | 148.59%-132.9pp | 378.57%-362.9pp |
| Employer contribution / active EE | $282 | $1,461-80.7% | $4,076-93.1% | $2,148-86.9% |
| Participant deferral / active EE | $1,740 | $3,324-47.7% | $5,526-68.5% | $3,539-50.8% |
| Admin fee / account holder | $80 | $151-46.8% | $8,594-99.1% | $142-43.5% |