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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY4 years Filed as: LT TRUST CO. Service code 12 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Participant loan processing; Recordke... | $10,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,456 | $52,293-59.0% | $178,490-88.0% | $73,409-70.8% |
| Participation rate | 57.0% | 65.3%-8.4pp | 81.9%-25.0pp | 72.2%-15.2pp |
| Annual return | 8.14% | 34.75%-26.6pp | 151.07%-142.9pp | 59.29%-51.1pp |
| Employer contribution / active EE | $3,434 | $1,735+97.9% | $5,011-31.5% | $2,234+53.7% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $26 | $127-79.2% | $13,984-99.8% | $158-83.2% |