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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Recordkeeping and inf... | $19,762 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,088 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,196 | $91,198-70.2% | $178,503-84.8% | $79,856-65.9% |
| Participation rate | 65.1% | 69.2%-4.2pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 11.06% | 24.20%-13.1pp | 151.12%-140.1pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,083 | $3,257-66.8% | $5,011-78.4% | $2,471-56.2% |
| Participant deferral / active EE | $1,342 | $3,237-58.5% | $5,202-74.2% | $3,741-64.1% |
| Admin fee / account holder | $307 | $6,748-95.5% | $13,987-97.8% | $5,306-94.2% |