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| Provider | Service type | Compensation |
|---|---|---|
KT ADMINISTRATORS, LLC6 years Service code 15 · EIN 82-4086794 | Recordkeeping | $18,970 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 72 · EIN 13-3353336 | Other investment fees and expenses | $0 |
SEI INVESTMENTS1 year Filed as: SEI TRUST COMPANY Service code 72 · EIN 06-1271230 | Other investment fees and expenses | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,119 | $55,470+332.9% | $155,556+54.4% | $74,478+222.4% |
| Participation rate | 92.8% | 61.9%+30.9pp | 78.2%+14.6pp | 67.2%+25.6pp |
| Annual return | 15.86% | 269.80%-253.9pp | 64.84%-49.0pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $7,909 | $2,267+248.9% | $4,675+69.2% | $2,626+201.1% |
| Participant deferral / active EE | $6,777 | $2,838+138.8% | $5,631+20.4% | $4,350+55.8% |
| Admin fee / account holder | $88 | $1,744-94.9% | $15,885-99.4% | $1,946-95.5% |