Filed October 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
IRONSHORE FINANCIAL, LLC2 years Service code 27 · EIN 82-5023101 | Advisory (Plan) | $30,000 |
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Consulting (pension);... | $21,675 |
Service code 14 · EIN 75-2866255 | Plan Administrator | $21,420 |
Filed as: RPS RETIREMENT PLAN ADVISORS Service code 26 · EIN 74-2589344 | Advisory (Participants) | $16,478 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $12,966 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,912 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT CONSULTING, LLC Service code 27 · EIN 20-4649225 | Advisory (Plan) | $6,043 |
RELIANCE TRUST COMPANY1 year Service code 19 1100 ABERNATHY ROAD SUIT 400 · ATLANTA, GA 30328 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $296,949 | $100,801+194.6% | $149,745+98.3% | $73,412+304.5% |
| Participation rate | 91.6% | 77.7%+13.9pp | 82.5%+9.1pp | 72.2%+19.4pp |
| Annual return | 18.63% | 265.34%-246.7pp | 276.72%-258.1pp | 59.30%-40.7pp |
| Employer contribution / active EE | $13,650 | $3,312+312.2% | $4,646+193.8% | $2,234+511.1% |
| Participant deferral / active EE | $7,427 | $6,404+16.0% | $6,843+8.5% | $3,806+95.1% |
| Admin fee / account holder | $449 | $181+148.5% | $9,312-95.2% | $158+184.5% |