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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $40,079 |
PMD ADVISORY3 years Service code 26 · EIN 20-5897876 | Advisory (Participants) | $16,900 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $3,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,523 | $69,231-80.5% | $91,989-85.3% | $67,579-80.0% |
| Participation rate | 55.9% | 78.9%-23.1pp | 78.6%-22.8pp | 71.3%-15.4pp |
| Annual return | 23.22% | 32.03%-8.8pp | 69.02%-45.8pp | 378.56%-355.3pp |
| Employer contribution / active EE | $389 | $2,284-83.0% | $3,452-88.7% | $2,148-81.9% |
| Participant deferral / active EE | $1,311 | $5,854-77.6% | $5,923-77.9% | $3,539-63.0% |
| Admin fee / account holder | $162 | $107+51.1% | $7,743-97.9% | $142+14.0% |