Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $51,878-37.0% | $68,368-52.2% | $79,634-58.9% |
| Participation rate | 40.6% | 53.7%-13.1pp | 73.8%-33.2pp | 62.5%-21.9pp |
| Annual return | 13.68% | 137.43%-123.7pp | 292.57%-278.9pp | 36.46%-22.8pp |
| Employer contribution / active EE | $647 | $1,931-66.5% | $2,649-75.6% | $2,529-74.4% |
| Participant deferral / active EE | $863 | $2,577-66.5% | $4,123-79.1% | $3,835-77.5% |
| Admin fee / account holder | $319 | $942-66.1% | $5,150-93.8% | $1,002-68.1% |