Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES4+ years Service code 12 · EIN 59-3092339 | Direct payment from the plan; Other s... | $92,034 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: GLOBAL RETIREMENT PLAN GROUP Service code 26 · EIN 46-1289987 | Advisory (Participants) | $43,717 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $15,449 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $97 |
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 | $47,528 | $56,095-15.3% | $178,498-73.4% | $90,274-47.4% |
| Participation rate | 78.4% | 65.6%+12.8pp | 81.9%-3.5pp | 73.4%+5.0pp |
| Annual return | 17.05% | 28.81%-11.8pp | 151.09%-134.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $421 | $1,572-73.2% | $5,011-91.6% | $2,523-83.3% |
| Participant deferral / active EE | $2,898 | $2,669+8.6% | $5,202-44.3% | $4,231-31.5% |
| Admin fee / account holder | $141 | $101+40.5% | $13,985-99.0% | $114+24.0% |