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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $14,490 |
Filed as: HUMAN INTEREST, INC. Service code 13 · EIN 47-4307706 300 MONTGOMERY · SAN FRANCISCO, CA 94104 | Contract Administrator | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,663 | $70,486-83.5% | $100,535-88.4% | $79,856-85.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.81% | 21.90%-4.1pp | 30.90%-13.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,694 | $2,165+70.7% | $3,419+8.1% | $2,471+49.5% |
| Participant deferral / active EE | $6,185 | $5,182+19.4% | $6,271-1.4% | $3,741+65.4% |
| Admin fee / account holder | $65 | $4,480-98.5% | $8,085-99.2% | $5,306-98.8% |