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 |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: BLUESTAR RETIREMENT PLAN SERVICES Service code 13 · EIN 59-3092339 | Contract Administrator | $34,233 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,431 |
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.
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 | $19,795 | $88,515-77.6% | $162,185-87.8% | $67,584-70.7% |
| Participation rate | 94.4% | 86.8%+7.6pp | 87.6%+6.8pp | 71.3%+23.1pp |
| Annual return | 68.38% | 27.04%+41.3pp | 115.61%-47.2pp | 378.59%-310.2pp |
| Employer contribution / active EE | $1,048 | $3,563-70.6% | $5,613-81.3% | $2,148-51.2% |
| Participant deferral / active EE | $3,702 | $5,724-35.3% | $7,297-49.3% | $3,540+4.6% |
| Admin fee / account holder | $86 | $124-30.7% | $10,844-99.2% | $142-39.8% |