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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC3 years Filed as: KT ADMINISTRATORS, INC. Service code 10 · EIN 23-2218197 | Accounting | $7,750 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,461 | $37,196-71.9% | $154,108-93.2% | $55,725-81.2% |
| Participation rate | 54.7% | 64.1%-9.4pp | 83.0%-28.4pp | 70.9%-16.2pp |
| Annual return | -6.59% | 1319.68%-1326.3pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $493 | $1,614-69.5% | $5,298-90.7% | $2,078-76.3% |
| Participant deferral / active EE | $1,163 | $2,068-43.8% | $5,081-77.1% | $3,356-65.3% |
| Admin fee / account holder | $20 | $102-80.5% | $13,411-99.9% | $115-82.8% |