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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 | $55,446+166.5% | $155,574-5.0% | $74,429+98.5% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 11.56% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,759 | $2,266-22.4% | $4,676-62.4% | $2,625-33.0% |
| Participant deferral / active EE | $5,888 | $2,836+107.6% | $5,629+4.6% | $4,348+35.4% |
| Admin fee / account holder | $534 | $1,743-69.3% | $15,914-96.6% | $1,944-72.5% |