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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY2 years Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Recordkeeping fees; Recordkeeping and... | $7,744 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,097 | $51,620-88.2% | $90,324-93.2% | $65,186-90.6% |
| Participation rate | 69.3% | 68.6%+0.6pp | 73.3%-4.0pp | 70.2%-0.9pp |
| Annual return | 28.57% | 24.94%+3.6pp | 78.15%-49.6pp | 29.39%-0.8pp |
| Employer contribution / active EE | $915 | $2,235-59.1% | $2,856-68.0% | $2,177-58.0% |
| Participant deferral / active EE | $1,305 | $2,871-54.5% | $3,885-66.4% | $3,514-62.9% |
| Admin fee / account holder | $65 | $384-83.1% | $5,356-98.8% | $847-92.3% |