Filed May 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $85,900 |
BLUESTAR RETIREMENT ADVISORS2+ years Filed as: BLUESTAR RETIREMENT ADVISERS Service code 27 · EIN 20-3000000 | Advisory (Plan) | $40,759 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $14,284 |
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 | $57,538 | $56,640+1.6% | $80,977-28.9% | $57,658-0.2% |
| Participation rate | 93.5% | 75.9%+17.6pp | 75.8%+17.7pp | 70.2%+23.2pp |
| Annual return | 8.38% | 19.97%-11.6pp | 17.11%-8.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,461 | $2,085+66.0% | $3,715-6.8% | $1,974+75.3% |
| Participant deferral / active EE | $6,308 | $4,944+27.6% | $5,696+10.7% | $3,061+106.1% |
| Admin fee / account holder | $164 | $87+88.0% | $5,517-97.0% | $95+73.2% |