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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.1+ years Filed as: AMERICA'S BEST 401(K) Service code 26 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $20,184 |
LT TRUST COMPANY1+ years Service code 15 · EIN 61-1607607 1675 BROADWAY STR. SUITE 500 · DENVER, CO 80202 | Recordkeeping | $16,462 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,660 | $45,382-80.9% | $154,107-94.4% | $75,289-88.5% |
| Participation rate | 15.8% | 65.9%-50.1pp | 83.0%-67.2pp | 72.4%-56.6pp |
| Annual return | 13.37% | -0.47%+13.8pp | 735.12%-721.8pp | -0.04%+13.4pp |
| Employer contribution / active EE | $302 | $1,533-80.3% | $5,298-94.3% | $2,405-87.4% |
| Participant deferral / active EE | $674 | $2,384-71.7% | $5,081-86.7% | $3,739-82.0% |
| Admin fee / account holder | $54 | $89-39.9% | $13,411-99.6% | $102-47.5% |