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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY3+ years Service code 15 · EIN 61-1607607 1675 BROADWAY STREET, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $27,673 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,263 | $287,456-81.1% | $170,435-68.2% | - |
| Participation rate | 85.5% | 60.6%+24.9pp | 83.6%+1.9pp | - |
| Annual return | 17.06% | 6.06%+11.0pp | 205.94%-188.9pp | - |
| Employer contribution / active EE | $3,958 | $2,242+76.5% | $5,432-27.1% | - |
| Participant deferral / active EE | $2,849 | $2,113+34.8% | $4,939-42.3% | - |
| Admin fee / account holder | $80 | $39,812-99.8% | $13,881-99.4% | - |