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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION5 years Filed as: SYM FINANCIAL ADVISORS Service code 26 · EIN 35-1550787 | Advisory (Participants) | $24,502 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $24,039 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,727 | $50,902-55.4% | $155,534-85.4% | $77,736-70.8% |
| Participation rate | 34.4% | 63.1%-28.7pp | 78.2%-43.8pp | 70.6%-36.2pp |
| Annual return | 11.30% | 34.85%-23.5pp | 64.92%-53.6pp | 31.26%-20.0pp |
| Employer contribution / active EE | $378 | $1,991-81.0% | $4,675-91.9% | $2,728-86.1% |
| Participant deferral / active EE | $1,199 | $2,824-57.5% | $5,630-78.7% | $4,651-74.2% |
| Admin fee / account holder | $244 | $437-44.1% | $15,900-98.5% | $433-43.6% |