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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 82-1222973 | Plan Administrator | $15,929 |
BLUESTAR RETIREMENT SERVICES4+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $13,218 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $895 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,745 | $66,302-80.8% | $110,243-88.4% | $56,289-77.4% |
| Participation rate | 83.8% | 74.9%+8.8pp | 79.8%+3.9pp | 69.9%+13.9pp |
| Annual return | -9.37% | -1.18%-8.2pp | 314.76%-324.1pp | -9.96%+0.6pp |
| Employer contribution / active EE | $1,057 | $2,047-48.4% | $3,827-72.4% | $2,111-49.9% |
| Participant deferral / active EE | $2,403 | $3,381-28.9% | $4,672-48.6% | $3,350-28.3% |
| Admin fee / account holder | $126 | $698-82.0% | $8,548-98.5% | $521-75.9% |