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| Provider | Service type | Compensation |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.1+ years Filed as: LETORT ANAGEMENT & TRUST CO. Service code 13 · EIN 25-1900215 | Contract Administrator | $64,782 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $201,453 | $76,551+163.2% | $123,894+62.6% | $62,881+220.4% |
| Participation rate | 95.1% | 73.0%+22.1pp | 81.4%+13.7pp | 69.3%+25.8pp |
| Annual return | 0.34% | 18.68%-18.3pp | 47.52%-47.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $6,362 | $2,882+120.7% | $4,617+37.8% | $2,281+178.9% |
| Participant deferral / active EE | $8,095 | $4,840+67.3% | $5,984+35.3% | $3,203+152.7% |
| Admin fee / account holder | $558 | $4,826-88.4% | $8,357-93.3% | $4,296-87.0% |