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| Provider | Service type | Compensation |
|---|---|---|
STM ASSET MANAGEMENT4+ years Service code 26 · EIN 21-7945822 | Advisory (Participants) | $10,133 |
TCA BY E*TRADE1 year Service code 13 · EIN 84-6179736 | Contract Administrator | $7,084 |
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.
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 | $26,405 | $52,836-50.0% | $105,736-75.0% | $64,173-58.9% |
| Participation rate | 51.1% | 66.5%-15.5pp | 76.3%-25.3pp | 69.6%-18.5pp |
| Annual return | -3.58% | 14.30%-17.9pp | 6.27%-9.9pp | 7.63%-11.2pp |
| Employer contribution / active EE | $199 | $1,827-89.1% | $3,268-93.9% | $2,381-91.6% |
| Participant deferral / active EE | $1,051 | $2,545-58.7% | $4,080-74.2% | $3,470-69.7% |
| Admin fee / account holder | $234 | $3,959-94.1% | $6,913-96.6% | $4,887-95.2% |