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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION10+ years Filed as: SYM FINANCIAL Service code 26 · EIN 35-1550787 | Advisory (Participants) | $34,271 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $31,341 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,704 | $44,398-26.3% | $103,693-68.5% | $65,191-49.8% |
| Participation rate | 40.6% | 54.3%-13.7pp | 72.6%-32.1pp | 63.0%-22.4pp |
| Annual return | 13.68% | 325.62%-311.9pp | 47.61%-33.9pp | 51.24%-37.6pp |
| Employer contribution / active EE | $647 | $1,702-62.0% | $2,920-77.9% | $2,400-73.1% |
| Participant deferral / active EE | $863 | $1,797-52.0% | $4,579-81.2% | $2,671-67.7% |
| Admin fee / account holder | $319 | $856-62.7% | $7,858-95.9% | $907-64.8% |