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 |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Recordkeeping fees; O... | $13,687 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $916 |
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.
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 | $21,380 | $52,967-59.6% | $172,753-87.6% | $65,186-67.2% |
| Participation rate | 34.8% | 66.2%-31.4pp | 82.6%-47.8pp | 70.2%-35.4pp |
| Annual return | 23.51% | 30.12%-6.6pp | 803.00%-779.5pp | 29.39%-5.9pp |
| Employer contribution / active EE | $417 | $2,190-81.0% | $5,144-91.9% | $2,177-80.8% |
| Participant deferral / active EE | $564 | $2,471-77.2% | $5,198-89.1% | $3,514-83.9% |
| Admin fee / account holder | $226 | $472-52.1% | $13,956-98.4% | $847-73.3% |