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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 | $55,470+166.4% | $155,556-5.0% | $74,478+98.4% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 11.56% | 269.80%-258.2pp | 64.84%-53.3pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,759 | $2,267-22.4% | $4,675-62.4% | $2,626-33.0% |
| Participant deferral / active EE | $5,888 | $2,838+107.5% | $5,631+4.6% | $4,350+35.4% |
| Admin fee / account holder | $534 | $1,744-69.4% | $15,885-96.6% | $1,946-72.5% |