Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Claims processing; Recordkeeping fees... | $63,008 |
INVST1 year Service code 26 · EIN 81-1661697 | Advisory (Participants) | $36,394 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,110 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,382 | $41,647-17.4% | $96,171-64.2% | $86,821-60.4% |
| Participation rate | 73.4% | 50.3%+23.1pp | 68.4%+4.9pp | 72.3%+1.1pp |
| Annual return | 65.83% | 27.24%+38.6pp | 192.04%-126.2pp | 97.94%-32.1pp |
| Employer contribution / active EE | $2,148 | $1,328+61.7% | $2,799-23.2% | $2,406-10.7% |
| Participant deferral / active EE | $5,356 | $2,412+122.0% | $4,350+23.1% | $4,132+29.6% |
| Admin fee / account holder | $261 | $169+54.1% | $5,538-95.3% | $170+53.9% |