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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY4+ years Service code 15 · EIN 61-1607607 1675 BROADWAY STREET, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $31,212 |
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 | $53,327 | $37,196+43.4% | $154,111-65.4% | $55,725-4.3% |
| Participation rate | 84.4% | 64.1%+20.3pp | 83.0%+1.4pp | 70.9%+13.6pp |
| Annual return | -5.85% | 1319.68%-1325.5pp | 735.18%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,091 | $1,614+153.5% | $5,298-22.8% | $2,078+96.9% |
| Participant deferral / active EE | $2,962 | $2,068+43.2% | $5,081-41.7% | $3,356-11.7% |
| Admin fee / account holder | $87 | $102-14.2% | $13,411-99.3% | $115-24.3% |