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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY4 years Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $30,571 |
AMERICA'S 401K, INC.4 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 8335 E EAGLE FEATHER ROAD · SCOTTSDALE, AZ 85266 | Advisory (Participants) | $22,968 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W. 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $7,656 |
Employer contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,283 | $66,601-77.1% | $92,893-83.5% | $67,579-77.4% |
| Participation rate | 86.3% | 72.5%+13.8pp | 76.0%+10.3pp | 71.3%+15.1pp |
| Annual return | 23.09% | 92.58%-69.5pp | 109.41%-86.3pp | 378.56%-355.5pp |
| Employer contribution / active EE | $265 | $2,775-90.5% | $3,653-92.7% | $2,148-87.7% |
| Participant deferral / active EE | $3,446 | $3,157+9.2% | $4,236-18.7% | $3,539-2.6% |
| Admin fee / account holder | $106 | $199-47.0% | $5,794-98.2% | $142-25.8% |