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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $7,358 |
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 | $53,326 | $68,408-22.0% | $57,196-6.8% | $57,658-7.5% |
| Participation rate | 22.6% | 79.1%-56.6pp | 75.3%-52.8pp | 70.2%-47.6pp |
| Annual return | 8.08% | 8.51%-0.4pp | 14.59%-6.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $667 | $2,903-77.0% | $3,096-78.5% | $3,061-78.2% |
| Admin fee / account holder | $126 | $70+80.9% | $3,141-96.0% | $95+33.3% |