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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Recordkeeping and information managem... | $7,189 |
Filed as: THE TRUST COMPANY Service code 26 · EIN 62-1306704 | Advisory (Participants) | $5,384 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $1,127 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $267 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $45,373 | $52,293-13.2% | $178,503-74.6% | $73,412-38.2% |
| Participation rate | 6.0% | 65.3%-59.3pp | 81.9%-75.9pp | 72.2%-66.2pp |
| Annual return | 13.05% | 34.75%-21.7pp | 151.12%-138.1pp | 59.30%-46.2pp |
| Employer contribution / active EE | $51 | $1,736-97.0% | $5,011-99.0% | $2,234-97.7% |
| Participant deferral / active EE | $199 | $2,333-91.5% | $5,202-96.2% | $3,806-94.8% |
| Admin fee / account holder | $607 | $127+376.8% | $13,987-95.7% | $158+284.6% |