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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $19,918 |
LT TRUST COMPANY3+ years Filed as: LT TRUST Service code 15 · EIN 61-1607607 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $14,330 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,513 | $74,552-61.8% | $63,005-54.7% | $69,631-59.1% |
| Participation rate | 91.0% | 78.3%+12.7pp | 74.8%+16.2pp | 70.7%+20.3pp |
| Annual return | 13.87% | 15.77%-1.9pp | 87.59%-73.7pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,760-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,528 | $2,974+85.8% | $3,329+66.0% | $3,224+71.5% |
| Admin fee / account holder | $112 | $59+87.8% | $3,599-96.9% | $110+1.0% |