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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $8,727 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $4,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,397 | $36,916-69.1% | $156,551-92.7% | $57,658-80.2% |
| Participation rate | 32.6% | 63.4%-30.8pp | 84.0%-51.4pp | 70.2%-37.6pp |
| Annual return | 15.68% | 12.38%+3.3pp | 32.23%-16.5pp | 5.13%+10.6pp |
| Employer contribution / active EE | $766 | $1,571-51.2% | $5,501-86.1% | $1,974-61.2% |
| Participant deferral / active EE | $1,384 | $1,926-28.1% | $4,871-71.6% | $3,061-54.8% |
| Admin fee / account holder | $117 | $82+41.3% | $13,028-99.1% | $95+23.3% |