Filed October 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY, LLC Service code 50 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Direct Payment | $24,049 |
PENSION WORKS, INC.1+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $11,366 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $8,145 |
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 | $61,862 | $70,002-11.6% | $115,038-46.2% | $52,331+18.2% |
| Participation rate | 89.8% | 72.1%+17.7pp | 81.4%+8.5pp | 68.1%+21.7pp |
| Annual return | 0.47% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $6,712 | $2,715+147.2% | $4,608+45.7% | $1,882+256.7% |
| Participant deferral / active EE | $3,791 | $4,920-22.9% | $6,026-37.1% | $3,022+25.5% |
| Admin fee / account holder | $154 | $566-72.8% | $8,175-98.1% | $592-73.9% |