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 COMPANY2 years Filed as: MG TRUST COMPANY, LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $45,260 |
PENSERV PLAN SERVICES, INC.3+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $7,541 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $73,523 | $44,989+63.4% | $170,435-56.9% | $77,958-5.7% |
| Participation rate | 50.3% | 64.6%-14.3pp | 83.6%-33.3pp | 71.6%-21.4pp |
| Annual return | 18.07% | 19.61%-1.5pp | 205.94%-187.9pp | 20.87%-2.8pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,592 | $2,208+17.4% | $4,939-47.5% | $3,537-26.7% |
| Admin fee / account holder | $58 | $69-16.3% | $13,881-99.6% | $97-40.7% |