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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Service code 64 1675 BROADWAY · DENVER, CO 80202 | Recordkeeping Fees | $9,340 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $17,120 | $80,005-78.6% | $140,019-87.8% | $55,725-69.3% |
| Participation rate | 55.6% | 87.0%-31.4pp | 87.5%-31.9pp | 70.9%-15.2pp |
| Annual return | -5.79% | 0.46%-6.2pp | 651.17%-657.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,823 | $5,264+10.6% | $6,927-15.9% | $3,356+73.5% |
| Admin fee / account holder | $47 | $116-59.0% | $10,705-99.6% | $115-58.8% |