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 |
|---|---|---|
BLUESTAR RETIREMENT SERVICES1+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $27,168 |
HEALTHEQUITY RETIREMENT SERVICES1+ years Service code 14 · EIN 82-1222973 | Plan Administrator | $18,105 |
KINWELL LLC1+ years Filed as: KINWELL, LLC Service code 26 · EIN 82-2977833 | Advisory (Participants) | $8,889 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $1,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,243 | $35,485-71.1% | $74,551-86.3% | $55,725-81.6% |
| Participation rate | 67.7% | 62.5%+5.2pp | 69.1%-1.4pp | 70.9%-3.1pp |
| Annual return | 4.90% | 0.72%+4.2pp | 32.53%-27.6pp | 244.93%-240.0pp |
| Employer contribution / active EE | $893 | $777+14.9% | $1,961-54.5% | $2,078-57.0% |
| Participant deferral / active EE | $2,411 | $2,181+10.6% | $3,108-22.4% | $3,356-28.2% |
| Admin fee / account holder | $110 | $114-3.8% | $5,059-97.8% | $115-4.5% |