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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $465,147 |
ALPHASTAFF GROUP, INC.4+ years Filed as: ALPHASTAFF, INC. Service code 14 · EIN 65-0314170 | Plan Administrator | $150,292 |
IRONVIEW CAPITAL MANAGEMENT4+ years Filed as: IRONVIEW PARTNERS Service code 27 · EIN 47-3195417 | Advisory (Plan) | $81,994 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $39,455 |
WEINSTEIN ZUGMAN, LLC1 year Service code 10 · EIN 20-0453834 | Accounting | $14,000 |
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 | $34,636 | $34,242+1.2% | $76,518-54.7% | $75,289-54.0% |
| Participation rate | 44.5% | 43.9%+0.6pp | 68.0%-23.4pp | 72.4%-27.9pp |
| Annual return | -3.15% | -0.98%-2.2pp | -0.27%-2.9pp | -0.04%-3.1pp |
| Employer contribution / active EE | $839 | $975-13.9% | $2,647-68.3% | $2,405-65.1% |
| Participant deferral / active EE | $2,132 | $1,872+13.9% | $3,836-44.4% | $3,739-43.0% |
| Admin fee / account holder | $263 | $112+134.9% | $4,849-94.6% | $102+157.0% |