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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $13,448 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,212 | $58,320-89.3% | $86,439-92.8% | $66,930-90.7% |
| Participation rate | 81.8% | 78.6%+3.2pp | 80.3%+1.5pp | 69.8%+12.0pp |
| Annual return | -14.81% | -9.71%-5.1pp | 4395.55%-4410.4pp | 1.57%-16.4pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,395 | $6,899+7.2% | $6,952+6.4% | $4,238+74.5% |
| Admin fee / account holder | $39 | $546-92.8% | $6,732-99.4% | $593-93.4% |