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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION6 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $25,971 |
KT ADMINISTRATORS, LLC2 years Service code 15 · EIN 82-4086794 | Recordkeeping | $17,473 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,149 | $45,343-42.3% | $150,298-82.6% | $67,986-61.5% |
| Participation rate | 35.9% | 51.9%-15.9pp | 77.8%-41.9pp | 57.2%-21.3pp |
| Annual return | 18.28% | 33.28%-15.0pp | 62.79%-44.5pp | 31.67%-13.4pp |
| Employer contribution / active EE | $424 | $1,462-71.0% | $4,154-89.8% | $2,019-79.0% |
| Participant deferral / active EE | $1,224 | $2,055-40.4% | $5,453-77.5% | $3,358-63.5% |
| Admin fee / account holder | $249 | $2,250-88.9% | $14,116-98.2% | $3,203-92.2% |