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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $6,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,884 | $65,092-81.7% | $143,799-91.7% | $66,938-82.2% |
| Participation rate | 61.1% | 65.2%-4.1pp | 80.3%-19.2pp | 69.8%-8.7pp |
| Annual return | -20.65% | -11.14%-9.5pp | -0.04%-20.6pp | 1.58%-22.2pp |
| Employer contribution / active EE | $1,970 | $2,362-16.6% | $4,952-60.2% | $2,545-22.6% |
| Participant deferral / active EE | $3,446 | $2,920+18.0% | $5,638-38.9% | $4,238-18.7% |
| Admin fee / account holder | $46 | $502-90.8% | $14,677-99.7% | $594-92.2% |