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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES,INC. Service code 12 · EIN 59-3092339 | Consulting (pension); Participant com... | $471,929 |
Service code 28 · EIN 47-3195417 | Investment Management | $141,775 |
ALPHASTAFF GROUP, INC.1 year Service code 12 · EIN 65-0314170 | Direct payment from the plan; Named f... | $66,048 |
WEINSTEIN ZUGMAN, LLC3 years Service code 10 · EIN 20-0453834 | Accounting | $14,500 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 20-8764829 | Advisory (Participants) | $6,014 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,910 | $37,542+25.0% | $89,435-47.5% | $93,223-49.7% |
| Participation rate | 46.4% | 36.7%+9.8pp | 68.0%-21.5pp | 74.9%-28.5pp |
| Annual return | 20.01% | 16.65%+3.4pp | 245.55%-225.5pp | 19.29%+0.7pp |
| Employer contribution / active EE | $856 | $644+33.0% | $2,587-66.9% | $2,680-68.1% |
| Participant deferral / active EE | $2,206 | $1,684+31.0% | $3,890-43.3% | $4,563-51.7% |
| Admin fee / account holder | $225 | $107+110.4% | $4,884-95.4% | $79+183.8% |