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| Provider | Service type | Compensation |
|---|---|---|
TMD & ASSOCIATES, INC2+ years Service code 26 15333 N. PIMA ROAD, SUITE 215 · SCOTTSDALE, AZ 85260 | Advisory (Participants) | $19,728 |
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 822 A1A N., SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $15,075 |
MGKS2+ years Service code 49 6530 N. 16TH STREET · PHOENIX, AZ 85016 | Other Services | $7,300 |
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 | $15,879 | $54,237-70.7% | $90,304-82.4% | $67,579-76.5% |
| Participation rate | 99.6% | 68.6%+31.0pp | 73.3%+26.4pp | 71.3%+28.4pp |
| Annual return | 17.94% | 37.27%-19.3pp | 78.13%-60.2pp | 378.56%-360.6pp |
| Employer contribution / active EE | $530 | $1,846-71.3% | $2,855-81.4% | $2,148-75.3% |
| Participant deferral / active EE | $1,588 | $2,625-39.5% | $3,885-59.1% | $3,539-55.1% |
| Admin fee / account holder | $141 | $123+14.2% | $5,354-97.4% | $142-1.0% |