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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY2 years Service code 15 · EIN 61-1607607 1675 BROADWAY ST., STE. 500 · DENVER, CO 80202 | Recordkeeping | $11,209 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S BEST 401(K) Service code 26 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $10,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,977-100.0% | $154,107-100.0% | $56,287-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 83.0%-83.0pp | 69.9%-69.9pp |
| Annual return | -4.86% | 3.54%-8.4pp | 735.12%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,140 | $2,169-47.4% | $5,298-78.5% | $2,111-46.0% |
| Participant deferral / active EE | $3,956 | $2,392+65.4% | $5,081-22.1% | $3,350+18.1% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |