Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $10,882 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $759 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,038 | $46,732-74.2% | $156,551-92.3% | $55,167-78.2% |
| Participation rate | 46.5% | 65.8%-19.3pp | 84.0%-37.5pp | 69.0%-22.5pp |
| Annual return | 6.54% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $407 | $2,105-80.7% | $5,501-92.6% | $1,963-79.3% |
| Participant deferral / active EE | $466 | $2,204-78.8% | $4,871-90.4% | $3,054-84.7% |
| Admin fee / account holder | $168 | $418-60.0% | $13,028-98.7% | $504-66.7% |