Filed October 9, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY3+ years Filed as: MG TRUST COMPANY, LLC Service code 50 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Direct Payment | $27,776 |
PENSION WORKS, INC.3+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $15,680 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $10,501 |
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 | $71,397 | $80,753-11.6% | $136,298-47.6% | $62,293+14.6% |
| Participation rate | 93.8% | 73.5%+20.2pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 21.70% | 35.83%-14.1pp | 5156.27%-5134.6pp | 28.90%-7.2pp |
| Employer contribution / active EE | $6,798 | $2,884+135.7% | $4,696+44.8% | $2,042+232.9% |
| Participant deferral / active EE | $3,889 | $5,164-24.7% | $6,247-37.7% | $3,169+22.7% |
| Admin fee / account holder | $170 | $525-67.7% | $9,244-98.2% | $479-64.5% |