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| Provider | Service type | Compensation |
|---|---|---|
BLUESTAR RETIREMENT SERVICES3 years Service code 13 · EIN 59-3092339 | Contract Administrator | $3,784 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $2,443 |
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.
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 | $26,926 | $88,122-69.4% | $141,191-80.9% | $67,579-60.2% |
| Participation rate | 29.8% | 76.5%-46.7pp | 82.5%-52.7pp | 71.3%-41.5pp |
| Annual return | 25.74% | 75.40%-49.7pp | 71.41%-45.7pp | 378.56%-352.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,007 | $5,958-83.1% | $6,710-85.0% | $3,539-71.5% |
| Admin fee / account holder | $26 | $131-80.1% | $10,264-99.7% | $142-81.7% |