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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1+ years Service code 15 · EIN 61-1607607 1675 BROADWAY,SUITE 500 · DENVER, CO 80202 | Recordkeeping | $11,650 |
ASCENSUS LLC1+ years Filed as: FORUS ADVISORS LLC Service code 13 · EIN 46-1803145 350 TOWNSEND STREET #422A · SAN FRANCISCO, CA 94107 | Contract Administrator | $4,851 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,433 | $48,261-92.9% | $68,612-95.0% | $55,725-93.8% |
| Participation rate | 86.3% | 71.0%+15.2pp | 72.2%+14.0pp | 70.9%+15.4pp |
| Annual return | 0.00% | -2.61%+2.6pp | -4.63%+4.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,312 | $2,712-14.7% | $3,311-30.2% | $3,356-31.1% |
| Admin fee / account holder | $15 | $126-88.0% | $5,131-99.7% | $115-86.9% |