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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION4 years Filed as: SYM FINANCIAL Service code 26 · EIN 42-0127290 | Advisory (Participants) | $26,321 |
KT ADMINISTRATORS, LLC1 year Service code 15 · EIN 82-4086794 | Recordkeeping | $24,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,474 | $59,054-41.6% | $97,197-64.5% | $77,714-55.6% |
| Participation rate | 56.1% | 67.9%-11.8pp | 72.7%-16.6pp | 70.6%-14.5pp |
| Annual return | 14.26% | 16.96%-2.7pp | 75.47%-61.2pp | 31.26%-17.0pp |
| Employer contribution / active EE | $155 | $1,742-91.1% | $2,723-94.3% | $2,727-94.3% |
| Participant deferral / active EE | $2,076 | $3,930-47.2% | $4,263-51.3% | $4,649-55.3% |
| Admin fee / account holder | $317 | $346-8.5% | $5,637-94.4% | $433-26.9% |