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| Provider | Service type | Compensation |
|---|---|---|
FOUNDERS FINANCIAL SERVICES2 years Service code 26 · EIN 52-2062849 1020 CROMWELL BRIDGE RD. · BALTIMORE, MD 21286 | Advisory (Participants) | $9,263 |
LT TRUST COMPANY2 years Filed as: LT TRUST Service code 13 · EIN 61-1607607 1675 BROADWAY SUITE 500 · DENVER, CO 80203 | Contract Administrator | $7,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,362 | $77,677-76.4% | $109,173-83.2% | $79,391-76.9% |
| Participation rate | 36.0% | 67.8%-31.8pp | 75.9%-39.8pp | 70.7%-34.7pp |
| Annual return | 40.56% | 23.44%+17.1pp | 25.75%+14.8pp | 116.88%-76.3pp |
| Employer contribution / active EE | $168 | $2,798-94.0% | $3,723-95.5% | $2,428-93.1% |
| Participant deferral / active EE | $1,117 | $3,517-68.2% | $4,654-76.0% | $4,046-72.4% |
| Admin fee / account holder | $174 | $732-76.2% | $6,755-97.4% | $627-72.1% |