Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $35,694 |
Filed as: HUMAN INTEREST, INC. Service code 13 · EIN 47-4307706 300 MONTGOMERY · SAN FRANCISCO, CA 94104 | Contract Administrator | $0 |
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 | $21,100 | $100,801-79.1% | $149,745-85.9% | $73,412-71.3% |
| Participation rate | 48.3% | 77.7%-29.4pp | 82.5%-34.2pp | 72.2%-23.9pp |
| Annual return | 39.84% | 265.34%-225.5pp | 276.72%-236.9pp | 59.30%-19.5pp |
| Employer contribution / active EE | $951 | $3,312-71.3% | $4,646-79.5% | $2,234-57.4% |
| Participant deferral / active EE | $3,507 | $6,404-45.2% | $6,843-48.8% | $3,806-7.9% |
| Admin fee / account holder | $76 | $181-58.2% | $9,312-99.2% | $158-52.1% |