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| Provider | Service type | Compensation |
|---|---|---|
AMERICA'S 401K, INC.1+ years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $45,920 |
LT TRUST COMPANY1+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $35,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,058 | $88,324-63.7% | $115,038-72.1% | $55,191-41.9% |
| Participation rate | 49.3% | 72.5%-23.2pp | 81.4%-32.0pp | 69.2%-19.8pp |
| Annual return | -2.74% | 6.30%-9.0pp | 26.14%-28.9pp | 10.78%-13.5pp |
| Employer contribution / active EE | $740 | $2,805-73.6% | $4,608-83.9% | $1,899-61.0% |
| Participant deferral / active EE | $1,302 | $5,042-74.2% | $6,026-78.4% | $3,046-57.3% |
| Admin fee / account holder | $170 | $105+61.6% | $8,175-97.9% | $91+87.6% |