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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $50,199 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: GLOBAL RETIREMENT PLAN GROUP Service code 26 · EIN 46-1289987 | Advisory (Participants) | $36,526 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $11,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,411 | $37,196+62.4% | $154,111-60.8% | $55,725+8.4% |
| Participation rate | 56.7% | 64.1%-7.3pp | 83.0%-26.3pp | 70.9%-14.1pp |
| Annual return | -2.52% | 1319.68%-1322.2pp | 735.18%-737.7pp | 244.93%-247.4pp |
| Employer contribution / active EE | $951 | $1,614-41.1% | $5,298-82.1% | $2,078-54.3% |
| Participant deferral / active EE | $2,614 | $2,068+26.4% | $5,081-48.5% | $3,356-22.1% |
| Admin fee / account holder | $172 | $102+69.4% | $13,411-98.7% | $115+49.4% |