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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 | $16,248 |
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 | $4,018 | $47,163-91.5% | $149,696-97.3% | $74,460-94.6% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.1pp |
| Annual return | 33.05% | 22.75%+10.3pp | 134.46%-101.4pp | 34.38%-1.3pp |
| Employer contribution / active EE | $627 | $1,907-67.1% | $4,821-87.0% | $2,638-76.2% |
| Participant deferral / active EE | $2,517 | $2,730-7.8% | $5,682-55.7% | $4,530-44.4% |
| Admin fee / account holder | $43 | $343-87.4% | $13,212-99.7% | $348-87.6% |