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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1+ years Filed as: LT TRUST Service code 15 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $21,616 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,226 | $51,769-60.9% | $57,347-64.7% | $52,331-61.3% |
| Participation rate | 89.3% | 75.2%+14.0pp | 75.1%+14.2pp | 68.1%+21.2pp |
| Annual return | 1.70% | 2.43%-0.7pp | 24.40%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,286 | $2,794+53.4% | $3,162+35.5% | $3,022+41.8% |
| Admin fee / account holder | $81 | $295-72.5% | $3,356-97.6% | $592-86.3% |