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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Claims processing; Recordkeeping and ... | $16,681 |
Service code 12 · EIN 82-1222973 | Participant loan processing; Other fe... | $10,836 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST COMPANY (PHOENIX) Service code 19 · EIN 75-3182674 | Securities Custodian | $747 |
MATRIX TRUST COMPANY2 years Service code 19 | Securities Custodian | $0 |
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 | $9,756 | $60,604-83.9% | $189,597-94.9% | $86,821-88.8% |
| Participation rate | 89.0% | 68.9%+20.1pp | 78.4%+10.5pp | 72.3%+16.7pp |
| Annual return | 9.90% | 65.19%-55.3pp | 64.20%-54.3pp | 97.94%-88.0pp |
| Employer contribution / active EE | $399 | $1,624-75.5% | $4,412-91.0% | $2,406-83.4% |
| Participant deferral / active EE | $1,859 | $3,895-52.3% | $6,174-69.9% | $4,132-55.0% |
| Admin fee / account holder | $94 | $159-40.6% | $9,807-99.0% | $170-44.4% |