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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 | $10,986 |
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 | $16,231 | $53,162-69.5% | $91,225-82.2% | $68,486-76.3% |
| Participation rate | 98.2% | 63.2%+35.0pp | 73.2%+25.0pp | 67.9%+30.4pp |
| Annual return | -14.28% | -3.14%-11.1pp | 114.12%-128.4pp | -7.85%-6.4pp |
| Employer contribution / active EE | $4,681 | $1,709+173.9% | $2,851+64.2% | $2,597+80.3% |
| Participant deferral / active EE | $8,371 | $2,974+181.5% | $4,233+97.7% | $4,028+107.8% |
| Admin fee / account holder | $80 | $4,493-98.2% | $5,422-98.5% | $5,404-98.5% |