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| Provider | Service type | Compensation |
|---|---|---|
AMERICAS 401K, INC.2 years Filed as: AMERICAS BEST 401K Service code 27 17470 N PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $35,788 |
LT TRUST COMPANY3 years Filed as: LT TRUST Service code 18 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities brokerage commissions and ... | $33,833 |
MATRIX TRUST COMPANY2 years Service code 15 · EIN 75-3182674 | Recordkeeping | $5,895 |
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 | $111,733 | $58,879+89.8% | $178,490-37.4% | $73,488+52.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.69% | 24.86%-14.2pp | 151.07%-140.4pp | 28.51%-17.8pp |
| Employer contribution / active EE | $6,046 | $2,236+170.4% | $5,011+20.7% | $2,270+166.4% |
| Participant deferral / active EE | $6,567 | $2,567+155.8% | $5,202+26.3% | $3,740+75.6% |
| Admin fee / account holder | $254 | $400-36.5% | $13,984-98.2% | $513-50.5% |