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| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 1675 BROADWAY, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $17,098 |
HORIZON INVESTMENTS, LLC1 year Service code 27 · EIN 27-1972251 13024 BALLATYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Advisory (Plan) | $9,647 |
CASSELL PLAN AUDITS1 year Service code 10 · EIN 46-2966358 1705 ESSEX COURT · ST. CHARLES, IL 60174 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,543 | $75,183-40.8% | $123,894-64.0% | $55,167-19.3% |
| Participation rate | 51.8% | 72.8%-21.0pp | 81.4%-29.6pp | 69.0%-17.2pp |
| Annual return | 4.25% | 19.01%-14.8pp | 47.52%-43.3pp | 169.23%-165.0pp |
| Employer contribution / active EE | $1,168 | $2,823-58.6% | $4,617-74.7% | $1,963-40.5% |
| Participant deferral / active EE | $5,331 | $5,084+4.8% | $5,984-10.9% | $3,054+74.5% |
| Admin fee / account holder | $379 | $663-42.9% | $8,357-95.5% | $504-24.9% |