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| Provider | Service type | Compensation |
|---|---|---|
CURAFIN ADVISORS3+ years Service code 16 15333 N. PIMA ROAD, SUITE 200 · SCOTTSDALE, AZ 85260 | Consulting | $28,610 |
BLUESTAR RETIREMENT SERVICES3+ years Service code 13 822 A1A N., SUITE 211 · PONTE VEDRA, FL 32082 | Contract Administrator | $18,240 |
MGKS3+ years Service code 15 7600 NORTH 16TH STREET · PHOENIX, AZ 85020 | Recordkeeping | $13,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,478 | $175,257-84.3% | $149,717-81.6% | $139,456-80.3% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 7.54% | 166.70%-159.2pp | 134.41%-126.9pp | 373.45%-365.9pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $807 | $16,156-95.0% | $13,213-93.9% | $11,407-92.9% |