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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3 years Service code 12 · EIN 59-3092339 | Contract Administrator; Claims proces... | $256,523 |
Filed as: RPS RETIREMENT PLAN SERVICES Service code 26 · EIN 74-2589344 | Advisory (Participants) | $105,000 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $52,818 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,791 | $88,770-14.6% | $109,191-30.6% | $93,010-18.5% |
| Participation rate | 92.8% | 81.5%+11.3pp | 75.9%+16.9pp | 73.9%+18.9pp |
| Annual return | 16.90% | 60.64%-43.7pp | 25.76%-8.9pp | 158.70%-141.8pp |
| Employer contribution / active EE | $2,675 | $3,780-29.2% | $3,723-28.2% | $2,705-1.1% |
| Participant deferral / active EE | $5,077 | $3,630+39.9% | $4,653+9.1% | $4,561+11.3% |
| Admin fee / account holder | $121 | $172-30.0% | $6,756-98.2% | $152-20.5% |