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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION2 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $46,429 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $18,634 |
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 | $147,750 | $55,472+166.3% | $155,567-5.0% | $74,546+98.2% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 11.56% | 268.72%-257.2pp | 64.74%-53.2pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,759 | $2,269-22.5% | $4,674-62.4% | $2,624-33.0% |
| Participant deferral / active EE | $5,888 | $2,838+107.5% | $5,628+4.6% | $4,347+35.4% |
| Admin fee / account holder | $534 | $1,743-69.3% | $15,916-96.6% | $1,944-72.5% |