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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $526,371 |
ALPHASTAFF GROUP, INC.3+ years Filed as: ALPHASTAFF, INC. Service code 14 · EIN 65-0314170 | Plan Administrator | $155,129 |
IRONVIEW CAPITAL MANAGEMENT3+ years Filed as: IRONVIEW PARTNERS Service code 27 · EIN 47-3195417 | Advisory (Plan) | $50,740 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $32,098 |
GOLDSTEIN GRAGEL LLC3+ years Filed as: GOLDSTEIN ZUGMAN WEINSTEIN & POOLE Service code 10 · EIN 20-0453834 | Accounting | $13,500 |
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 | $29,635 | $43,717-32.2% | $81,473-63.6% | $77,958-62.0% |
| Participation rate | 53.7% | 42.5%+11.2pp | 68.0%-14.3pp | 71.6%-18.0pp |
| Annual return | 17.91% | 23.83%-5.9pp | 38.78%-20.9pp | 20.87%-3.0pp |
| Employer contribution / active EE | $658 | $919-28.4% | $2,568-74.4% | $2,310-71.5% |
| Participant deferral / active EE | $1,815 | $1,783+1.8% | $3,537-48.7% | $3,537-48.7% |
| Admin fee / account holder | $238 | $108+120.9% | $4,561-94.8% | $97+144.8% |