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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY2+ years Service code 15 · EIN 61-1607607 1675 BROADWAY,SUITE 500 · DENVER, CO 80202 | Recordkeeping | $28,610 |
ASCENSUS LLC1 year Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 665 THIRD STREET, SUITE 400 · SAN FRANCISCO, CA 94107 | Contract Administrator | $7,096 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,881 | $25,302-80.7% | $74,723-93.5% | $67,582-92.8% |
| Participation rate | 94.6% | 37.8%+56.8pp | 54.5%+40.2pp | 71.3%+23.4pp |
| Annual return | 34.22% | 10291.17%-10256.9pp | 753.18%-719.0pp | 378.57%-344.4pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,006 | $954+215.2% | $1,962+53.3% | $3,539-15.1% |
| Admin fee / account holder | $26 | $108-75.5% | $3,335-99.2% | $142-81.5% |