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| Provider | Service type | Compensation |
|---|---|---|
BENEFITGUARD, LLC2+ years Service code 14 · EIN 20-5354793 | Plan Administrator | $14,819 |
BLUESTAR RETIREMENT SERVICES2+ years Service code 13 · EIN 59-3092339 | Contract Administrator | $7,881 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $828 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,912 | $23,385+10.8% | $69,182-62.5% | $57,658-55.1% |
| Participation rate | 10.1% | 37.9%-27.8pp | 55.1%-45.0pp | 70.2%-60.1pp |
| Annual return | 6.96% | -659.34%+666.3pp | -21.93%+28.9pp | 5.13%+1.8pp |
| Employer contribution / active EE | $118 | $422-72.1% | $1,206-90.2% | $1,974-94.0% |
| Participant deferral / active EE | $245 | $843-70.9% | $1,897-87.1% | $3,061-92.0% |
| Admin fee / account holder | $213 | $82+159.5% | $2,697-92.1% | $95+125.4% |