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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $31,936 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,015 | $51,223-62.9% | $82,763-77.0% | $66,949-71.6% |
| Participation rate | 88.9% | 67.9%+21.0pp | 72.6%+16.4pp | 69.8%+19.1pp |
| Annual return | -16.90% | -9.85%-7.0pp | 702.45%-719.3pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,687 | $2,611+2.9% | $3,008-10.7% | $2,545+5.6% |
| Participant deferral / active EE | $5,026 | $3,460+45.3% | $4,395+14.4% | $4,239+18.6% |
| Admin fee / account holder | $105 | $415-74.6% | $5,325-98.0% | $594-82.2% |