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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES2 years Service code 13 · EIN 59-3092339 822 A1A N. · PONTE VEDRA BEACH, FL 32082 | Contract Administrator | $5,796 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $524 |
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.
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 | $21,316 | $75,388-71.7% | $123,552-82.7% | $55,725-61.7% |
| Participation rate | 33.2% | 75.7%-42.4pp | 82.3%-49.1pp | 70.9%-37.6pp |
| Annual return | -3.18% | 4.48%-7.7pp | 119.20%-122.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $981 | $5,651-82.6% | $6,426-84.7% | $3,356-70.8% |
| Admin fee / account holder | $28 | $120-76.9% | $9,285-99.7% | $115-75.9% |