Filed October 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY, LLC Service code 50 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Direct Payment | $24,880 |
PENSION WORKS, INC.2+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $11,600 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $8,440 |
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 | $63,113 | $75,183-16.1% | $123,894-49.1% | $55,167+14.4% |
| Participation rate | 90.7% | 72.8%+17.9pp | 81.4%+9.3pp | 69.0%+21.7pp |
| Annual return | 7.07% | 19.01%-11.9pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $6,235 | $2,823+120.8% | $4,617+35.1% | $1,963+217.7% |
| Participant deferral / active EE | $3,646 | $5,084-28.3% | $5,984-39.1% | $3,054+19.4% |
| Admin fee / account holder | $147 | $663-77.8% | $8,357-98.2% | $504-70.8% |