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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Claims processing; Contract Administr... | $23,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,187 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,485 | $46,325-60.1% | $143,788-87.1% | $64,814-71.5% |
| Participation rate | 51.3% | 64.2%-12.9pp | 80.3%-29.0pp | 71.5%-20.2pp |
| Annual return | -7.28% | -10.05%+2.8pp | -0.03%-7.2pp | 32.84%-40.1pp |
| Employer contribution / active EE | $1,322 | $1,911-30.8% | $4,952-73.3% | $2,507-47.3% |
| Participant deferral / active EE | $3,982 | $2,647+50.4% | $5,638-29.4% | $4,310-7.6% |
| Admin fee / account holder | $111 | $154-27.9% | $14,675-99.2% | $188-40.9% |