Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SPECTRA MANAGEMENT, LLC2 years Service code 26 · EIN 45-0518885 | Advisory (Participants) | $8,520 |
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Direct payment from t... | $5,210 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $402 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $110 |
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.
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 | $28,983 | $73,638-60.6% | $95,956-69.8% | $73,493-60.6% |
| Participation rate | 46.0% | 76.2%-30.2pp | 77.1%-31.1pp | 70.7%-24.7pp |
| Annual return | 33.06% | 16.78%+16.3pp | 91.63%-58.6pp | 28.51%+4.5pp |
| Employer contribution / active EE | $1,447 | $1,863-22.4% | $2,541-43.1% | $2,270-36.3% |
| Participant deferral / active EE | $2,014 | $3,617-44.3% | $4,167-51.7% | $3,740-46.1% |
| Admin fee / account holder | $222 | $482-53.9% | $6,797-96.7% | $513-56.7% |