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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $20,915 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,058 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,805 | $80,005-80.2% | $140,019-88.7% | $55,727-71.6% |
| Participation rate | 89.5% | 87.0%+2.5pp | 87.5%+2.0pp | 70.9%+18.7pp |
| Annual return | 16.64% | 0.46%+16.2pp | 651.19%-634.5pp | 244.94%-228.3pp |
| Employer contribution / active EE | $1,054 | $3,403-69.0% | $5,605-81.2% | $2,078-49.3% |
| Participant deferral / active EE | $3,358 | $5,264-36.2% | $6,927-51.5% | $3,356+0.1% |
| Admin fee / account holder | $90 | $116-22.3% | $10,705-99.2% | $115-22.0% |