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| Provider | Service type | Compensation |
|---|---|---|
AMERICAS 401K, INC.1 year Filed as: AMERICAS BEST 401K Service code 27 17470 N PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $38,469 |
LT TRUST COMPANY2 years Filed as: LT TRUST Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Account maintenance fees; Custodial (... | $33,833 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 19 PO BOX 2209 · OMAHA, NE 68103 | Securities Custodian | $6,236 |
MATRIX TRUST COMPANY1 year Service code 15 · EIN 75-3182674 | Recordkeeping | $6,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $119,396 | $62,928+89.7% | $172,739-30.9% | $67,579+76.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.33% | 30.36%-9.0pp | 802.84%-781.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | $5,700 | $1,636+248.4% | $5,143+10.8% | $2,148+165.4% |
| Participant deferral / active EE | $6,241 | $2,145+191.0% | $5,198+20.1% | $3,539+76.3% |
| Admin fee / account holder | $275 | $167+65.1% | $13,954-98.0% | $142+93.3% |