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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 | $44,206-26.0% | $94,057-65.2% | $64,728-49.5% |
| Participation rate | 40.6% | 51.0%-10.4pp | 73.3%-32.8pp | 57.9%-17.3pp |
| Annual return | 13.68% | 259.42%-245.7pp | 480.62%-466.9pp | 49.38%-35.7pp |
| Employer contribution / active EE | $647 | $1,635-60.4% | $2,933-78.0% | $2,243-71.2% |
| Participant deferral / active EE | $863 | $1,902-54.6% | $4,709-81.7% | $2,729-68.4% |
| Admin fee / account holder | $319 | $1,230-74.1% | $7,244-95.6% | $1,145-72.1% |