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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY3 years Filed as: LT TRUST CO. Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $11,985 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,191 | $62,928-71.1% | $172,739-89.5% | $67,579-73.1% |
| Participation rate | 82.7% | 64.5%+18.3pp | 82.6%+0.1pp | 71.3%+11.4pp |
| Annual return | 9.89% | 30.36%-20.5pp | 802.84%-792.9pp | 378.56%-368.7pp |
| Employer contribution / active EE | $2,795 | $1,636+70.8% | $5,143-45.6% | $2,148+30.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $28 | $167-83.4% | $13,954-99.8% | $142-80.5% |