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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $49,291 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: GLOBAL RETIREMENT PLAN GROUP Service code 26 · EIN 46-1289987 | Advisory (Participants) | $26,760 |
STEVEN C. BUTLER, CPA1+ years Service code 10 · EIN 75-2515634 | Accounting | $9,500 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $7,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,721 | $46,173+57.5% | $170,435-57.3% | $69,631+4.4% |
| Participation rate | 62.0% | 63.9%-1.9pp | 83.6%-21.6pp | 70.7%-8.7pp |
| Annual return | 575.37% | 21.62%+553.8pp | 205.94%+369.4pp | 27571.02%-26995.7pp |
| Employer contribution / active EE | $968 | $1,610-39.9% | $5,432-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $2,651 | $2,080+27.4% | $4,939-46.3% | $3,224-17.8% |
| Admin fee / account holder | $189 | $116+63.1% | $13,881-98.6% | $110+71.3% |