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| Provider | Service type | Compensation |
|---|---|---|
STM ASSET MANAGEMENT3+ years Service code 26 · EIN 21-7945822 | Advisory (Participants) | $11,808 |
TRUST COMPANY OF AMERICA3+ years Service code 13 · EIN 84-6179736 | Contract Administrator | $8,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,569 | $54,368-38.3% | $117,039-71.3% | $62,293-46.1% |
| Participation rate | 59.3% | 64.9%-5.7pp | 77.2%-17.9pp | 69.5%-10.3pp |
| Annual return | 21.89% | 21.77%+0.1pp | 18.95%+2.9pp | 28.90%-7.0pp |
| Employer contribution / active EE | $218 | $1,692-87.1% | $3,785-94.2% | $2,042-89.3% |
| Participant deferral / active EE | $1,162 | $2,269-48.8% | $3,929-70.4% | $3,169-63.3% |
| Admin fee / account holder | $202 | $493-59.1% | $5,974-96.6% | $479-57.9% |