Filed September 25, 2019 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $38,759 |
PENSERV PLAN SERVICES, INC.2+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $5,702 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,845 | $37,213+79.6% | $156,551-57.3% | $63,975+4.5% |
| Participation rate | 49.2% | 65.0%-15.8pp | 84.0%-34.8pp | 71.1%-21.9pp |
| Annual return | 7.47% | 47.89%-40.4pp | 32.23%-24.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,618 | $2,070+26.5% | $4,871-46.2% | $3,356-22.0% |
| Admin fee / account holder | $51 | $56-9.1% | $13,028-99.6% | $70-27.3% |