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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $390,502 |
ALPHASTAFF GROUP, INC.2+ years Filed as: ALPHASTAFF, INC. Service code 14 · EIN 65-0314170 | Plan Administrator | $139,760 |
IRONVIEW CAPITAL MANAGEMENT2+ years Filed as: IRONVIEW PARTNERS Service code 27 · EIN 47-3195417 | Advisory (Plan) | $41,277 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $28,087 |
GOLDSTEIN GRAGEL LLC2+ years Filed as: GOLDSTEIN ZUGMAN WEINSTEIN & POOLE Service code 10 · EIN 20-0453834 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,630 | $31,370-21.5% | $74,577-67.0% | $63,975-61.5% |
| Participation rate | 54.6% | 42.6%+12.0pp | 68.1%-13.5pp | 71.1%-16.6pp |
| Annual return | 6.29% | -105.16%+111.5pp | 20.47%-14.2pp | 48.65%-42.4pp |
| Employer contribution / active EE | $617 | $822-25.0% | $2,525-75.6% | $2,182-71.7% |
| Participant deferral / active EE | $1,533 | $1,560-1.7% | $3,458-55.7% | $3,356-54.3% |
| Admin fee / account holder | $191 | $77+148.5% | $4,138-95.4% | $70+170.9% |