Filed March 26, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 82-1222973 | Plan Administrator; Named fiduciary; ... | $12,415 |
Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Recordkeeping and inf... | $6,404 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $880 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,742 | $73,638-37.9% | $95,964-52.3% | $73,497-37.8% |
| Participation rate | 31.7% | 76.2%-44.4pp | 77.1%-45.4pp | 70.7%-39.0pp |
| Annual return | 14.06% | 16.78%-2.7pp | 91.64%-77.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $766 | $1,863-58.9% | $2,541-69.9% | $2,270-66.3% |
| Participant deferral / active EE | $1,579 | $3,617-56.3% | $4,167-62.1% | $3,740-57.8% |
| Admin fee / account holder | $224 | $482-53.5% | $6,797-96.7% | $513-56.3% |