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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 | $20,641 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,765 | $84,482-73.1% | $125,363-81.8% | $66,930-66.0% |
| Participation rate | 74.2% | 76.4%-2.2pp | 82.4%-8.2pp | 69.8%+4.4pp |
| Annual return | -12.26% | -8.49%-3.8pp | 572.15%-584.4pp | 1.57%-13.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $11,674 | $6,782+72.1% | $7,447+56.8% | $4,238+175.5% |
| Admin fee / account holder | $121 | $685-82.4% | $10,005-98.8% | $593-79.7% |