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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KTRADE Service code 15 · EIN 27-3169253 1500 N. OAK DRIVE · PLYMOUTH, IN 46563 | Recordkeeping | $6,305 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,894 | $46,332-95.9% | $143,799-98.7% | $64,819-97.1% |
| Participation rate | 96.6% | 64.2%+32.3pp | 80.3%+16.2pp | 71.5%+25.1pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $577 | $1,911-69.8% | $4,952-88.3% | $2,507-77.0% |
| Participant deferral / active EE | $2,231 | $2,647-15.7% | $5,638-60.4% | $4,311-48.2% |
| Admin fee / account holder | $19 | $154-87.8% | $14,677-99.9% | $188-90.0% |