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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 85-3739785 | Advisory (Participants) | $9,280 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Recordkeeping fees; Recordkeeping and... | $5,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,742 | $49,249+21.3% | $70,476-15.2% | $79,852-25.2% |
| Participation rate | 70.9% | 69.2%+1.7pp | 75.1%-4.2pp | 69.6%+1.2pp |
| Annual return | 14.18% | 30.09%-15.9pp | 109.12%-94.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,915 | $2,769-30.8% | $3,710-48.4% | $3,740-48.8% |
| Admin fee / account holder | $204 | $2,878-92.9% | $3,847-94.7% | $5,306-96.2% |