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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $171,118 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,012 |
BLUESTAR RETIREMENT SERVICES3 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 64 · EIN 59-3092339 | Recordkeeping Fees | $5,432 |
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 | $38,805 | $95,918-59.5% | $151,634-74.4% | $77,906-50.2% |
| Participation rate | 97.7% | 88.7%+9.0pp | 87.5%+10.2pp | 73.7%+24.0pp |
| Annual return | 42.90% | -5.50%+48.4pp | 3.32%+39.6pp | 12.16%+30.7pp |
| Employer contribution / active EE | $3,341 | $4,330-22.9% | $6,165-45.8% | $2,846+17.4% |
| Participant deferral / active EE | $6,737 | $7,508-10.3% | $8,363-19.4% | $4,805+40.2% |
| Admin fee / account holder | $48 | $93-48.2% | $11,614-99.6% | $133-63.5% |