See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $4,240 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S BEST 401K Service code 26 · EIN 47-2843320 8335 E EAGLE FEATHER ROAD · SCOTTSDALE, AZ 85266 | Advisory (Participants) | $2,684 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 5440 W 110TH ST. · OVERLAND, KS 66211 | Advisory (Participants) | $634 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,426 | $42,548-56.7% | $74,550-75.3% | $56,287-67.3% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.1%-23.0pp | 69.9%-23.7pp |
| Annual return | 8.56% | 12.40%-3.8pp | 32.53%-24.0pp | -9.96%+18.5pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,297 | $2,277+0.9% | $3,108-26.1% | $3,350-31.4% |
| Admin fee / account holder | $112 | $467-76.0% | $5,060-97.8% | $521-78.5% |