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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Claims processing; Direct payment fro... | $6,238 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $2,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,917 | $89,652-94.5% | $141,177-96.5% | $65,185-92.5% |
| Participation rate | 53.8% | 74.7%-20.9pp | 82.5%-28.6pp | 70.2%-16.4pp |
| Annual return | 24.43% | 32.79%-8.4pp | 71.40%-47.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,371 | $5,691-75.9% | $6,710-79.6% | $3,514-61.0% |
| Admin fee / account holder | $51 | $569-91.0% | $10,263-99.5% | $847-94.0% |