Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 822 A1A N., SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $13,072 |
TMD & ASSOCIATES, INC1+ years Service code 26 15333 N. PIMA ROAD, SUITE 215 · SCOTTSDALE, AZ 85260 | Advisory (Participants) | $11,888 |
MGKS1+ years Service code 49 6530 N. 16TH STREET · PHOENIX, AZ 85016 | Other Services | $6,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,284 | $44,873-37.0% | $79,467-64.4% | $56,289-49.8% |
| Participation rate | 51.4% | 68.7%-17.3pp | 73.3%-21.9pp | 69.9%-18.5pp |
| Annual return | -6.68% | 0.81%-7.5pp | 718.30%-725.0pp | -9.96%+3.3pp |
| Employer contribution / active EE | $387 | $2,140-81.9% | $2,800-86.2% | $2,111-81.7% |
| Participant deferral / active EE | $1,628 | $2,746-40.7% | $3,704-56.1% | $3,350-51.4% |
| Admin fee / account holder | $204 | $418-51.3% | $5,104-96.0% | $521-60.9% |