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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Participant loan processing; Recordke... | $12,976 |
Service code 12 · EIN 82-1222973 | Plan Administrator; Named fiduciary; ... | $7,098 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $375 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $111 |
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 | $7,614 | $56,152-86.4% | $185,861-95.9% | $73,412-89.6% |
| Participation rate | 88.3% | 67.6%+20.7pp | 78.0%+10.2pp | 72.2%+16.1pp |
| Annual return | 13.19% | 17.59%-4.4pp | 35.96%-22.8pp | 59.30%-46.1pp |
| Employer contribution / active EE | $302 | $1,532-80.3% | $4,088-92.6% | $2,234-86.5% |
| Participant deferral / active EE | $1,682 | $3,659-54.0% | $5,634-70.1% | $3,806-55.8% |
| Admin fee / account holder | $80 | $132-39.4% | $9,503-99.2% | $158-49.4% |